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
$703M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.53M
3
+$4.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.72M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.64M

Top Sells

1
+$12.1M
2
+$4.19M
3
+$2.32M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
VZ icon
Verizon
VZ
+$1.22M

Sector Composition

1 Financials 10.01%
2 Consumer Discretionary 5.7%
3 Communication Services 4.55%
4 Industrials 3.22%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.21%
17,500
52
$1.47M 0.21%
5,098
53
$1.45M 0.21%
6,000
54
$1.33M 0.19%
25,503
55
$1.24M 0.18%
5,087
-1,923
56
$1.18M 0.17%
3,404
+129
57
$1.11M 0.16%
10,543
58
$1.06M 0.15%
14,315
59
$1.04M 0.15%
11,350
-4,509
60
$1.02M 0.14%
3,885
61
$1.01M 0.14%
6,542
62
$991K 0.14%
+3,779
63
$967K 0.14%
20,187
64
$922K 0.13%
21,690
65
$910K 0.13%
6,570
66
$894K 0.13%
9,534
+320
67
$865K 0.12%
6,500
68
$853K 0.12%
+2,084
69
$838K 0.12%
2,826
70
$804K 0.11%
4,868
-5,000
71
$793K 0.11%
8,679
-750
72
$787K 0.11%
4,631
73
$729K 0.1%
1,250
74
$683K 0.1%
7,421
75
$643K 0.09%
1,833
1 2
3
4 5