We are live on
!
Find out more
MIM
Miller Investment Management Portfolio holdings
AUM
$1.01B
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$1.01B
AUM Growth
-$16.9M
(-1.7%)
Holding
92
Top Buys
| 1 | +$25M | |
| 2 | +$11.2M | |
| 3 | +$8.1M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$7.48M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.1M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$11.5M | |
| 3 | +$9.94M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$6.4M |
| 5 |
Walmart Inc
WMT
|
+$3.41M |
Sector Composition
| 1 | Financials | 8.27% |
| 2 | Communication Services | 6% |
| 3 | Industrials | 2.01% |
| 4 | Technology | 1.94% |
| 5 | Healthcare | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$345B
| $395K | 0.04% |
5,200
|
|
||
77
Avery Dennison
AVY
$12.2B
| $385K | 0.04% |
2,230
|
|
||
78
Alphabet (Google) Class C
GOOG
$4.53T
| $379K | 0.04% |
1,320
|
|
||
79
Accenture
ACN
$102B
| $363K | 0.04% |
1,833
|
|
||
80
Arthur J. Gallagher & Co
AJG
$55.4B
| $362K | 0.04% |
1,672
|
|
||
81
Invesco BuyBack Achievers ETF
PKW
$1.65B
| $351K | 0.03% |
2,675
|
|
||
82
Carrier Global
CARR
$59.1B
| $329K | 0.03% |
5,840
|
|
||
83
Nike
NKE
$66.7B
| $252K | 0.03% |
4,771
|
|
||
84
Vanguard FTSE Europe ETF
VGK
$30.5B
| $250K | 0.02% |
+3,032
|
|
||
85
Lockheed Martin
LMT
$122B
| $231K | 0.02% |
+383
|
|
||
86
Teledyne Technologies
TDY
$29.1B
| $231K | 0.02% |
+381
|
|
||
87
D.R. Horton
DHI
$44B
| – | – |
-86,119
|
|
||
88
Danaher
DHR
$128B
| – | – |
-992
|
|
||
89
Lennar Class A
LEN
$22.1B
| – | – |
-96,724
|
|
||
90
NVR
NVR
$17.1B
| – | – |
-1,582
|
|
||
91
Qualcomm
QCOM
$226B
| – | – |
-1,448
|
|
||
|
92
Walmart Inc
WMT
$963B
| – | – |
-30,585
|
|