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
$703M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$4.53M
3 +$4.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.72M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.64M

Top Sells

1 +$12.1M
2 +$4.19M
3 +$2.32M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
VZ icon
Verizon
VZ
+$1.22M

Sector Composition

1 Financials 10.01%
2 Consumer Discretionary 5.7%
3 Communication Services 4.55%
4 Industrials 3.22%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$37.8K 0.01%
2,000
102
$35.7K 0.01%
11,693
103
-2,618
104
-37,495
105
-10,300