MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$803K
3
+$567K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$247K
5
BLK icon
Blackrock
BLK
+$200K

Top Sells

1
+$2.51M
2
+$1.54M
3
+$1.28M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$877K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$797K

Sector Composition

1 Financials 9.93%
2 Communication Services 6.71%
3 Consumer Discretionary 5.24%
4 Industrials 2.78%
5 Technology 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.15%
2,529
52
$1.42M 0.15%
5,098
53
$1.36M 0.14%
7,586
54
$1.25M 0.13%
3,404
55
$1.21M 0.13%
17,845
56
$1.2M 0.13%
42,152
-7,290
57
$1.2M 0.13%
6,542
58
$1.18M 0.12%
9,534
59
$1.15M 0.12%
2,084
60
$1.03M 0.11%
12,727
-7,432
61
$976K 0.1%
6,000
62
$974K 0.1%
1,250
63
$961K 0.1%
3,885
64
$947K 0.1%
24,798
65
$913K 0.1%
3,045
66
$903K 0.09%
15,842
-500
67
$892K 0.09%
4,004
68
$876K 0.09%
5,087
69
$826K 0.09%
2,826
70
$797K 0.08%
6,570
71
$796K 0.08%
8,679
72
$775K 0.08%
6,500
73
$764K 0.08%
7,421
74
$654K 0.07%
3,368
75
$653K 0.07%
13,356
1 2
3
4