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
$178M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.64M
3
+$1.48M
4
LOW icon
Lowe's Companies
LOW
+$1.29M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$449K

Top Sells

1
+$2.05M
2
+$1.8M
3
+$1.76M
4
XOM icon
Exxon Mobil
XOM
+$1.58M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.48M

Sector Composition

1 Industrials 9.36%
2 Healthcare 7.34%
3 Financials 5.93%
4 Consumer Discretionary 4.69%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81K 0.05%
21,000
77
$71K 0.04%
53,833
+39,711
78
– –
-10,248
79
– –
-36,978
80
– –
-5,270
81
– –
-129,295
1 2 3
4