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
$587M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$6.19M
2 +$5.16M
3 +$3.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.84M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.65M

Sector Composition

1 Financials 9.11%
2 Consumer Discretionary 4.6%
3 Healthcare 3.95%
4 Industrials 3.57%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-180,901