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
$783M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.22M
3 +$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$338K

Top Sells

1 +$269K
2 +$254K
3 +$165K
4
CNC icon
Centene
CNC
+$39.2K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$24.5K

Sector Composition

1 Financials 10.56%
2 Consumer Discretionary 5.73%
3 Communication Services 5.24%
4 Industrials 3.22%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$236K 0.03%
2,519
102
$225K 0.03%
+620
103
$201K 0.03%
+1,320
104
$44.9K 0.01%
2,000
105
$40.8K 0.01%
11,693