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
$635M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$213K
3
+$177K
4
MSFT icon
Microsoft
MSFT
+$80.5K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$77.2K

Top Sells

1
+$1.05M
2
+$440K
3
+$395K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$298K
5
WMT icon
Walmart
WMT
+$122K

Sector Composition

1 Financials 10.73%
2 Consumer Discretionary 5%
3 Communication Services 4.8%
4 Healthcare 3.29%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.07%
4,771
77
$442K 0.07%
3,613
-199
78
$437K 0.07%
13,550
79
$407K 0.06%
2,230
80
$381K 0.06%
1,672
81
$343K 0.05%
1,554
82
$322K 0.05%
5,840
-7,150
83
$297K 0.05%
5,310
84
$286K 0.05%
6,000
85
$274K 0.04%
57,015
86
$256K 0.04%
1,822
87
$254K 0.04%
2,618
88
$246K 0.04%
1,119
89
$241K 0.04%
2,675
90
$235K 0.04%
2,000
91
$229K 0.04%
10,300
92
$224K 0.04%
1,143
-413
93
$213K 0.03%
2,470
-65
94
$213K 0.03%
+2,805
95
$209K 0.03%
1,274
-77
96
$34.2K 0.01%
2,000
97
$22.1K ﹤0.01%
11,693
1 2 3
4