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
$837M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$22.1M
3
+$10.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.53M
5
MSFT icon
Microsoft
MSFT
+$4.2M

Top Sells

1
+$11.4M
2
+$9M
3
+$6.84M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.2M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.36M

Sector Composition

1 Financials 9.64%
2 Communication Services 5.64%
3 Consumer Discretionary 5.57%
4 Industrials 2.8%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$595K 0.07%
24,798
+4,766
77
$588K 0.07%
3,368
78
$581K 0.07%
3,390
79
$571K 0.07%
13,550
80
$556K 0.07%
1,833
81
$552K 0.07%
7,421
82
$488K 0.06%
2,230
83
$451K 0.05%
1,554
84
$434K 0.05%
1,672
85
$368K 0.04%
5,840
86
$360K 0.04%
4,771
87
$350K 0.04%
3,523
88
$350K 0.04%
57,015
89
$337K 0.04%
5,292
90
$315K 0.04%
1,822
91
$288K 0.03%
1,448
92
$284K 0.03%
6,000
93
$278K 0.03%
2,675
94
$275K 0.03%
2,390
+290
95
$273K 0.03%
1,206
-11
96
$251K 0.03%
2,455
97
$248K 0.03%
992
98
$243K 0.03%
2,805
99
$242K 0.03%
1,320
100
$226K 0.03%
2,519
1 2 3
4
5