MIM
Miller Investment Management Portfolio holdings
AUM $904M
This Quarter Return
+0.21%
1 Year Return
+5.45%
3 Year Return
+27.73%
5 Year Return
+133.73%
10 Year Return
+201.99%
AUM
$904M
AUM Growth
-$9.65M (-1%)
Cap. Flow
-$4.63M
Cap. Flow % of AUM
-0.51%
Top 10 Holdings %Top 10 Hldgs %
69.59%
Holding
102
New
2
Increased
6
Reduced
32
Closed
5
Top Buys
| 1 | $1.31M | |
| 2 | $629K | |
| 3 | $530K | |
| 4 | $204K | |
| 5 | $178K |
Top Sells
| 1 | $1.32M | |
| 2 | $1.04M | |
| 3 | $970K | |
| 4 | $762K | |
| 5 | $579K |
Sector Composition
| 1 | Financials | 11.21% |
| 2 | Communication Services | 5.74% |
| 3 | Consumer Discretionary | 5.4% |
| 4 | Industrials | 2.66% |
| 5 | Healthcare | 2.02% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -2,805 | Closed | -$260K | |||
| – | – | -14,315 | Closed | -$1.32M |
