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
$914M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$158K
3
+$70K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$40.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.96K

Top Sells

1
+$8.74M
2
+$4.19M
3
+$1.91M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.51M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.2M

Sector Composition

1 Financials 9.89%
2 Communication Services 6.05%
3 Consumer Discretionary 6.02%
4 Industrials 2.76%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$643K 0.07%
13,356
77
$624K 0.07%
3,368
78
$614K 0.07%
7,421
79
$602K 0.07%
3,390
80
$579K 0.06%
13,550
81
$475K 0.05%
1,672
82
$417K 0.05%
2,230
83
$409K 0.04%
1,554
84
$401K 0.04%
1,822
85
$399K 0.04%
5,840
86
$392K 0.04%
3,523
87
$361K 0.04%
4,771
88
$336K 0.04%
57,015
89
$328K 0.04%
5,275
-17
90
$309K 0.03%
3,435
91
$308K 0.03%
2,675
92
$279K 0.03%
1,198
-29
93
$260K 0.03%
2,805
94
$257K 0.03%
2,390
95
$251K 0.03%
1,320
96
$238K 0.03%
2,455
97
$228K 0.02%
992
98
$222K 0.02%
1,448
99
$216K 0.02%
+211
100
$55.8K 0.01%
11,693
1 2 3
4
5