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
$635M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$213K
3
+$177K
4
MSFT icon
Microsoft
MSFT
+$80.5K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$77.2K

Top Sells

1
+$1.05M
2
+$440K
3
+$395K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$298K
5
WMT icon
Walmart
WMT
+$122K

Sector Composition

1 Financials 10.73%
2 Consumer Discretionary 5%
3 Communication Services 4.8%
4 Healthcare 3.29%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.2%
25,503
52
$1.26M 0.2%
17,500
53
$1.24M 0.2%
15,859
54
$1.22M 0.19%
37,495
55
$1.14M 0.18%
14,315
-193
56
$1.12M 0.18%
10,543
+720
57
$990K 0.16%
3,275
58
$949K 0.15%
6,570
59
$915K 0.14%
21,690
60
$913K 0.14%
6,542
61
$895K 0.14%
3,885
62
$883K 0.14%
20,187
-640
63
$866K 0.14%
9,429
64
$819K 0.13%
9,214
65
$785K 0.12%
4,631
66
$781K 0.12%
6,500
67
$744K 0.12%
2,826
68
$671K 0.11%
1,250
69
$657K 0.1%
7,421
70
$563K 0.09%
1,833
71
$548K 0.09%
3,045
72
$518K 0.08%
20,032
73
$505K 0.08%
3,390
74
$481K 0.08%
4,004
75
$480K 0.08%
6,575
1 2
3
4