MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+0.65%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$837M
AUM Growth
+$837M
(+6.9%)
Cap. Flow
+$54.8M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
63.63%
Holding
107
New
2
Increased
20
Reduced
13
Closed
4
Top Buys
| 1 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$41.1M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$22.1M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$10.2M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$4.53M |
| 5 |
Microsoft
MSFT
|
$4.2M |
Top Sells
Sector Composition
| 1 | Financials | 9.64% |
| 2 | Communication Services | 5.64% |
| 3 | Consumer Discretionary | 5.57% |
| 4 | Industrials | 2.8% |
| 5 | Healthcare | 2.08% |
