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
$333M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$14.8M
3 +$1.17M
4
AAPL icon
Apple
AAPL
+$1.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1 +$14.6M
2 +$14.4M
3 +$308K
4
BHF icon
Brighthouse Financial
BHF
+$193K
5
CTAS icon
Cintas
CTAS
+$174K

Sector Composition

1 Healthcare 15.08%
2 Industrials 5.48%
3 Financials 3.98%
4 Technology 2.53%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$253K 0.08%
3,702
77
$245K 0.07%
+4,400
78
$237K 0.07%
3,069
79
$228K 0.07%
2,230
80
$222K 0.07%
+5,256
81
$208K 0.06%
7,500
82
$136K 0.04%
+2,087
83
$107K 0.03%
1,000
84
$92K 0.03%
+1,600
85
$72K 0.02%
2,807
86
-3,746