MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+4.58%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$280M
AUM Growth
+$280M
(+8.1%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
80.79%
Holding
76
New
9
Increased
5
Reduced
16
Closed
4
Top Buys
| 1 |
Invesco KBW Bank ETF
KBWB
|
$11.3M |
| 2 |
Home Depot
HD
|
$426K |
| 3 |
PayPal
PYPL
|
$406K |
| 4 |
CDK
CDK Global, Inc.
CDK
|
$355K |
| 5 |
TJX Companies
TJX
|
$345K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.08M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$636K |
| 3 |
Lockheed Martin
LMT
|
$614K |
| 4 |
iShares US Home Construction ETF
ITB
|
$556K |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$531K |
Sector Composition
| 1 | Industrials | 6.03% |
| 2 | Healthcare | 4.93% |
| 3 | Financials | 3.48% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Energy | 2.39% |