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
$537M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$35.7M
2 +$15M
3 +$1.21M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M
5
LOW icon
Lowe's Companies
LOW
+$693K

Sector Composition

1 Industrials 4.28%
2 Healthcare 4.25%
3 Financials 1.95%
4 Technology 1.88%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.04%
2,210
-633
77
$51K 0.01%
2,000
+1,000
78
-338,118