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
$783M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.22M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$338K

Top Sells

1
+$269K
2
+$254K
3
+$165K
4
CNC icon
Centene
CNC
+$39.2K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$24.5K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 5.73%
3 Communication Services 5.24%
4 Industrials 3.22%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.09%
4,004
77
$635K 0.08%
1,833
78
$624K 0.08%
6,575
79
$617K 0.08%
3,390
80
$603K 0.08%
3,368
-1,500
81
$588K 0.08%
7,421
82
$541K 0.07%
20,032
83
$525K 0.07%
13,550
84
$498K 0.06%
2,230
85
$448K 0.06%
4,771
86
$439K 0.06%
1,554
87
$431K 0.06%
3,523
88
$418K 0.05%
1,672
89
$348K 0.04%
1,822
90
$345K 0.04%
57,015
91
$339K 0.04%
5,840
92
$324K 0.04%
5,292
93
$301K 0.04%
6,000
94
$290K 0.04%
2,675
95
$255K 0.03%
2,455
-15
96
$253K 0.03%
1,217
-57
97
$252K 0.03%
2,805
98
$248K 0.03%
992
99
$245K 0.03%
1,448
100
$244K 0.03%
2,100
1 2 3
4
5