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
$451M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$648K
3
+$571K
4
TTP
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
+$409K
5
JNJ icon
Johnson & Johnson
JNJ
+$280K

Top Sells

1
+$16M
2
+$10.4M
3
+$8.83M
4
LOW icon
Lowe's Companies
LOW
+$650K
5
URI icon
United Rentals
URI
+$224K

Sector Composition

1 Healthcare 6.78%
2 Industrials 4.79%
3 Financials 2.47%
4 Consumer Discretionary 1.77%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133K 0.03%
2,750
+1,750
77
$77K 0.02%
2,807
78
$43K 0.01%
2,107
79
– –
-800
80
– –
-317,021
81
– –
-10,000
1 2 3
4