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
$703M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.53M
3
+$4.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.72M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.64M

Top Sells

1
+$12.1M
2
+$4.19M
3
+$2.32M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
VZ icon
Verizon
VZ
+$1.22M

Sector Composition

1 Financials 10.01%
2 Consumer Discretionary 5.7%
3 Communication Services 4.55%
4 Industrials 3.22%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.09%
3,045
77
$616K 0.09%
20,032
78
$603K 0.09%
4,004
79
$587K 0.08%
6,575
80
$525K 0.07%
3,390
81
$518K 0.07%
4,771
82
$514K 0.07%
13,550
83
$451K 0.06%
2,230
84
$404K 0.06%
1,554
85
$376K 0.05%
1,672
86
$336K 0.05%
5,840
87
$328K 0.05%
57,015
88
$318K 0.05%
3,523
-13,500
89
$312K 0.04%
5,292
-18
90
$298K 0.04%
1,822
91
$272K 0.04%
6,000
92
$265K 0.04%
2,675
93
$245K 0.03%
1,274
94
$239K 0.03%
2,470
95
$238K 0.03%
2,805
96
$229K 0.03%
992
-127
97
$226K 0.03%
+2,519
98
$216K 0.03%
989
-154
99
$210K 0.03%
2,100
+100
100
$209K 0.03%
+1,448
1 2 3
4
5