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
$438M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.77M
2 +$516K
3 +$368K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$335K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$278K

Sector Composition

1 Healthcare 8.46%
2 Industrials 4.41%
3 Financials 2.23%
4 Consumer Discretionary 1.94%
5 Technology 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$66K 0.02%
1,000
77
$58K 0.01%
2,807
78
-3,080
79
-1,565