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
$837M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$22.1M
3
+$10.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.53M
5
MSFT icon
Microsoft
MSFT
+$4.2M

Top Sells

1
+$11.4M
2
+$9M
3
+$6.84M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.2M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.36M

Sector Composition

1 Financials 9.64%
2 Communication Services 5.64%
3 Consumer Discretionary 5.57%
4 Industrials 2.8%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.19%
5,098
52
$1.54M 0.18%
6,000
53
$1.49M 0.18%
10,543
54
$1.44M 0.17%
14,315
55
$1.43M 0.17%
17,845
56
$1.39M 0.17%
25,503
57
$1.26M 0.15%
2,529
58
$1.19M 0.14%
5,087
59
$1.18M 0.14%
6,542
60
$1.17M 0.14%
3,404
61
$1.13M 0.14%
1,250
62
$1.05M 0.13%
9,534
63
$1.04M 0.12%
21,656
-34
64
$998K 0.12%
2,084
65
$998K 0.12%
20,187
66
$970K 0.12%
9,490
-1,860
67
$921K 0.11%
3,885
68
$918K 0.11%
6,500
69
$909K 0.11%
6,570
70
$797K 0.1%
8,679
71
$764K 0.09%
4,631
72
$720K 0.09%
2,826
73
$701K 0.08%
4,004
74
$686K 0.08%
3,045
75
$610K 0.07%
6,575
1 2
3
4 5