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
$381M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14.3M
3 +$351K
4
JPM icon
JPMorgan Chase
JPM
+$309K
5
CMCSA icon
Comcast
CMCSA
+$271K

Top Sells

1 +$12M
2 +$2.41M
3 +$1.98M
4
CNC icon
Centene
CNC
+$1.31M
5
BDX icon
Becton Dickinson
BDX
+$928K

Sector Composition

1 Healthcare 10.06%
2 Industrials 4.88%
3 Consumer Discretionary 2.4%
4 Financials 2.32%
5 Technology 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$102K 0.03%
2,807
77
$76K 0.02%
+1,000
78
-7,200
79
-5,256
80
-5,818