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
$914M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$158K
3
+$70K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$40.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.96K

Top Sells

1
+$8.74M
2
+$4.19M
3
+$1.91M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.51M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.2M

Sector Composition

1 Financials 9.89%
2 Communication Services 6.05%
3 Consumer Discretionary 6.02%
4 Industrials 2.76%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.16%
17,845
52
$1.36M 0.15%
2,529
53
$1.34M 0.15%
23,753
54
$1.33M 0.15%
5,098
55
$1.33M 0.15%
6,000
56
$1.32M 0.14%
3,404
57
$1.32M 0.14%
14,315
58
$1.23M 0.13%
6,542
59
$1.23M 0.13%
9,490
60
$1.15M 0.13%
5,087
61
$1.15M 0.13%
9,534
62
$1.14M 0.13%
7,586
-5,567
63
$1.07M 0.12%
2,084
64
$985K 0.11%
3,885
65
$965K 0.11%
1,250
66
$819K 0.09%
2,826
67
$794K 0.09%
8,679
68
$791K 0.09%
16,532
69
$767K 0.08%
6,570
70
$762K 0.08%
24,798
71
$741K 0.08%
6,500
72
$732K 0.08%
4,004
73
$704K 0.08%
4,631
74
$684K 0.07%
3,045
75
$645K 0.07%
1,833
1 2
3
4 5