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
$340M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16.9M
3
+$15.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$14.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.78M

Top Sells

1
+$15M
2
+$1.4M
3
+$1.3M
4
SLB icon
SLB Ltd
SLB
+$1.05M
5
K icon
Kellanova
K
+$875K

Sector Composition

1 Healthcare 12.36%
2 Industrials 4.73%
3 Financials 2.47%
4 Consumer Discretionary 2.31%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,600
77
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-6,679
78
– –
-30,285
79
– –
-13,313
80
– –
-17,308
81
– –
-86,859
82
– –
-1,000
83
– –
-10,000
84
– –
-3,069
1 2 3
4