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
$960M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$18M
3
+$12.4M
4
AMZN icon
Amazon
AMZN
+$5.28M
5
MSFT icon
Microsoft
MSFT
+$5.26M

Top Sells

1
+$25.5M
2
+$11.7M
3
+$9.57M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$8.54M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.53M

Sector Composition

1 Financials 9.46%
2 Consumer Discretionary 6.97%
3 Communication Services 5.46%
4 Industrials 2.87%
5 Technology 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$669K 0.07%
3,390
77
$661K 0.07%
13,550
78
$648K 0.07%
1,833
79
$639K 0.07%
3,368
80
$629K 0.07%
13,356
-8,300
81
$492K 0.05%
2,230
82
$470K 0.05%
1,672
83
$470K 0.05%
5,840
84
$470K 0.05%
1,554
85
$422K 0.04%
4,771
86
$403K 0.04%
1,822
87
$380K 0.04%
5,292
88
$364K 0.04%
57,015
89
$339K 0.04%
3,435
-3,140
90
$339K 0.04%
3,523
91
$306K 0.03%
2,675
92
$280K 0.03%
2,390
93
$277K 0.03%
1,227
+21
94
$276K 0.03%
992
95
$272K 0.03%
2,805
96
$264K 0.03%
2,455
97
$246K 0.03%
1,448
98
$235K 0.02%
6,000
99
$224K 0.02%
+383
100
$221K 0.02%
1,320
1 2 3
4
5