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
$606M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$985K
3
+$277K
4
LEN.B icon
Lennar Class B
LEN.B
+$222K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$30.7K

Top Sells

1
+$16.1M
2
+$2.16M
3
+$1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$806K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$743K

Sector Composition

1 Financials 8.69%
2 Consumer Discretionary 4.96%
3 Communication Services 3.96%
4 Industrials 3.5%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$463K 0.08%
4,004
77
$429K 0.07%
1,250
78
$399K 0.07%
2,230
79
$356K 0.06%
10,300
80
$355K 0.06%
1,554
81
$329K 0.05%
5,310
82
$320K 0.05%
1,672
83
$304K 0.05%
6,000
84
$298K 0.05%
1,596
85
$277K 0.05%
+2,142
86
$250K 0.04%
1,119
87
$248K 0.04%
3,190
+267
88
$245K 0.04%
57,015
89
$239K 0.04%
1,822
90
$237K 0.04%
2,535
91
$228K 0.04%
2,675
92
$222K 0.04%
+2,618
93
$219K 0.04%
2,000
94
$58.5K 0.01%
2,000
95
$48.4K 0.01%
11,693
96
– –
-620
97
– –
-312,254
1 2 3
4