MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$18.9M
3 +$437K
4
URI icon
United Rentals
URI
+$245K
5
APA icon
APA Corp
APA
+$228K

Top Sells

1 +$946K
2 +$738K
3 +$673K
4
WBA
Walgreens Boots Alliance
WBA
+$649K
5
WFC icon
Wells Fargo
WFC
+$620K

Sector Composition

1 Industrials 6.5%
2 Healthcare 4.98%
3 Financials 4.02%
4 Energy 3.68%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,878
77
-11,043
78
-21,000
79
-50,200