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
$330M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$626K
3
+$377K
4
GE icon
GE Aerospace
GE
+$113K

Top Sells

1
+$14.5M
2
+$13.2M
3
+$7.04M
4
BAC icon
Bank of America
BAC
+$1.06M
5
C icon
Citigroup
C
+$803K

Sector Composition

1 Healthcare 15.44%
2 Industrials 6.08%
3 Financials 3.46%
4 Technology 2.82%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.07%
7,500
77
$215K 0.07%
5,256
78
$120K 0.04%
1,000
79
$90K 0.03%
2,807
80
$68K 0.02%
1,600
81
– –
-346,582
82
– –
-269,742
83
– –
-37,675
84
– –
-12,000
85
– –
-8,834
1 2 3
4