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
$311M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$7.66M
3 +$1.3M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$769K
5
PSX icon
Phillips 66
PSX
+$349K

Top Sells

1 +$20.2M
2 +$19.6M
3 +$17.7M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.24M

Sector Composition

1 Healthcare 7.35%
2 Industrials 4.65%
3 Financials 2.4%
4 Technology 2.07%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-280,611
77
-346,298
78
-249,255
79
-2,210
80
-8,278
81
-1,651