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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$2.83M
3
+$2.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.18M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.6M

Top Sells

1
+$9.98M
2
+$2.46M
3
+$2.24M
4
WMT icon
Walmart Inc
WMT
+$1.78M
5
PNC icon
PNC Financial Services
PNC
+$1.72M

Sector Composition

1 Financials 9.36%
2 Communication Services 6.95%
3 Consumer Discretionary 5.66%
4 Technology 2.5%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$640K 0.06%
5,590
+2,067
77
$627K 0.06%
13,356
78
$601K 0.06%
2,305
-1,580
79
$530K 0.05%
1,554
80
$518K 0.05%
1,672
81
$514K 0.05%
1,822
82
$478K 0.05%
3,550
-2,450
83
$456K 0.05%
57,015
84
$452K 0.05%
1,833
85
$362K 0.04%
2,230
86
$354K 0.04%
2,675
87
$350K 0.04%
5,275
88
$349K 0.04%
5,840
89
$344K 0.03%
3,435
90
$333K 0.03%
4,771
91
$321K 0.03%
1,320
92
$279K 0.03%
+1,495
93
$270K 0.03%
+2,178
94
$269K 0.03%
2,390
95
$256K 0.03%
2,250
96
$241K 0.02%
1,448
97
$224K 0.02%
1,586
98
$223K 0.02%
+381
99
– –
-211
100
– –
-6,570
1 2 3
4
5