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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$2.83M
3
+$2.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.18M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.6M

Top Sells

1
+$9.98M
2
+$2.46M
3
+$2.24M
4
WMT icon
Walmart Inc
WMT
+$1.78M
5
PNC icon
PNC Financial Services
PNC
+$1.72M

Sector Composition

1 Financials 9.36%
2 Communication Services 6.95%
3 Consumer Discretionary 5.66%
4 Technology 2.5%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.14%
9,534
52
$1.34M 0.13%
+22,318
53
$1.26M 0.13%
35,295
54
$1.25M 0.13%
2,084
55
$1.21M 0.12%
35,951
-6,201
56
$1.16M 0.12%
9,321
-5,305
57
$1.09M 0.11%
6,542
58
$991K 0.1%
24,798
59
$966K 0.1%
30,755
-18,780
60
$959K 0.1%
12,233
-494
61
$954K 0.1%
1,250
62
$952K 0.1%
3,045
63
$939K 0.09%
6,045
-4,175
64
$884K 0.09%
6,500
65
$871K 0.09%
5,615
-3,875
66
$859K 0.09%
2,826
67
$831K 0.08%
9,947
-6,760
68
$822K 0.08%
4,004
69
$796K 0.08%
8,679
70
$785K 0.08%
3,390
71
$785K 0.08%
10,555
-7,290
72
$717K 0.07%
7,421
73
$686K 0.07%
3,368
74
$651K 0.07%
3,477
-1,610
75
$650K 0.07%
4,631
1 2
3
4 5