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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
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
+$13.6M
2
+$9.06M
3
+$1.71M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$912K
5
PSX icon
Phillips 66
PSX
+$529K

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
– –
-8,278
77
– –
-1,651
78
– –
-7,500
79
– –
-233,600
80
– –
-280,611
81
– –
-31,654
1 2 3
4