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
$180M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$460K
2 +$205K
3 +$203K
4
VOD icon
Vodafone
VOD
+$198K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$194K

Top Sells

1 +$363K
2 +$303K
3 +$153K
4
WBA
Walgreens Boots Alliance
WBA
+$143K
5
CAH icon
Cardinal Health
CAH
+$122K

Sector Composition

1 Industrials 9.66%
2 Healthcare 7.23%
3 Consumer Discretionary 6.12%
4 Financials 4.69%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$63K 0.04%
21,000
77
$39K 0.02%
14,122