MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$450K
3
+$272K
4
EMR icon
Emerson Electric
EMR
+$129K
5
MMM icon
3M
MMM
+$117K

Top Sells

1
+$13.7M
2
+$862K
3
+$763K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$580K
5
DGX icon
Quest Diagnostics
DGX
+$396K

Sector Composition

1 Healthcare 7.49%
2 Industrials 4.38%
3 Financials 2.27%
4 Consumer Discretionary 1.86%
5 Technology 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.01%
1,000
77
$15K ﹤0.01%
+800
78
– –
-6,679
79
– –
-4,013
1 2 3
4