MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$985K
3
+$277K
4
LEN.B icon
Lennar Class B
LEN.B
+$222K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$30.7K

Top Sells

1
+$16.1M
2
+$2.16M
3
+$1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$806K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$743K

Sector Composition

1 Financials 8.69%
2 Consumer Discretionary 4.96%
3 Communication Services 3.96%
4 Industrials 3.5%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.2%
5,098
52
$1.2M 0.2%
25,573
53
$1.1M 0.18%
6,570
54
$994K 0.16%
6,542
55
$985K 0.16%
+14,508
56
$967K 0.16%
3,275
57
$946K 0.16%
3,885
58
$941K 0.16%
20,827
59
$940K 0.16%
12,687
60
$913K 0.15%
9,823
61
$844K 0.14%
4,631
62
$796K 0.13%
13,736
+530
63
$790K 0.13%
2,826
64
$722K 0.12%
9,214
65
$659K 0.11%
6,500
66
$614K 0.1%
7,421
67
$594K 0.1%
12,990
68
$585K 0.1%
4,771
69
$549K 0.09%
5,982
-5,572
70
$543K 0.09%
20,032
71
$540K 0.09%
3,390
72
$535K 0.09%
13,550
-2,336
73
$524K 0.09%
1,833
74
$501K 0.08%
6,575
75
$488K 0.08%
3,045
1 2
3
4