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
$960M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$18M
3
+$12.4M
4
AMZN icon
Amazon
AMZN
+$5.28M
5
MSFT icon
Microsoft
MSFT
+$5.26M

Top Sells

1
+$25.5M
2
+$11.7M
3
+$9.57M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$8.54M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.53M

Sector Composition

1 Financials 9.46%
2 Consumer Discretionary 6.97%
3 Communication Services 5.46%
4 Industrials 2.87%
5 Technology 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.18%
20,269
-102,897
52
$1.64M 0.17%
5,098
53
$1.6M 0.17%
14,315
54
$1.55M 0.16%
6,000
55
$1.51M 0.16%
10,220
56
$1.38M 0.14%
3,404
57
$1.37M 0.14%
23,753
-1,750
58
$1.33M 0.14%
2,529
59
$1.3M 0.14%
9,490
60
$1.25M 0.13%
6,542
61
$1.23M 0.13%
5,087
62
$1.12M 0.12%
9,534
63
$1.11M 0.12%
1,250
64
$1.02M 0.11%
3,885
65
$1.02M 0.11%
2,084
66
$918K 0.1%
6,570
67
$873K 0.09%
16,532
-3,655
68
$861K 0.09%
2,826
69
$854K 0.09%
6,500
70
$824K 0.09%
4,004
71
$797K 0.08%
8,679
72
$792K 0.08%
24,798
73
$788K 0.08%
4,631
74
$712K 0.07%
7,421
75
$685K 0.07%
3,045
1 2
3
4 5