MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
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
+$1.46M
2
+$1.16M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$316K

Top Sells

1
+$254K
2
+$226K
3
+$156K
4
CNC icon
Centene
CNC
+$38.6K
5
AAPL icon
Apple
AAPL
+$25.6K

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
1 2 3 4
5