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
$225M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$17.3M
3
+$428K
4
URI icon
United Rentals
URI
+$229K
5
APA icon
APA Corp
APA
+$205K

Top Sells

1
+$919K
2
+$653K
3
+$645K
4
WBA
Walgreens Boots Alliance
WBA
+$611K
5
WFC icon
Wells Fargo
WFC
+$593K

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
1 2 3
4