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
$479M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$698K
3
+$372K
4
VV icon
Vanguard Large-Cap ETF
VV
+$261K
5
BBH icon
VanEck Biotech ETF
BBH
+$200K

Top Sells

1
+$910K
2
+$717K
3
+$439K
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$342K

Sector Composition

1 Financials 9.86%
2 Healthcare 5.15%
3 Consumer Discretionary 5.13%
4 Communication Services 4.12%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.08%
2,230
77
$361K 0.08%
6,000
78
$330K 0.07%
1,554
79
$323K 0.07%
10,300
80
$304K 0.06%
552
81
$297K 0.06%
5,310
82
$289K 0.06%
9,890
83
$286K 0.06%
1,672
84
$261K 0.05%
+1,596
85
$256K 0.05%
1,119
86
$239K 0.05%
5,220
87
$226K 0.05%
57,015
-1,358
88
$216K 0.05%
1,822
89
$71K 0.01%
11,693
90
$61K 0.01%
2,000
91
– –
-2,535
92
– –
-2,675
93
– –
-6,193
94
– –
-15,840
1 2 3
4