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
$635M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$32.4M
2 +$25.3M
3 +$14.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.27M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$9.05M

Top Sells

1 +$37.5M
2 +$29.6M
3 +$24.7M
4
ITB icon
iShares US Home Construction ETF
ITB
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.8M

Sector Composition

1 Financials 7.33%
2 Communication Services 4.87%
3 Consumer Discretionary 4.37%
4 Healthcare 4.26%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-56,793