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
$837M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$22.1M
3
+$10.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.53M
5
MSFT icon
Microsoft
MSFT
+$4.2M

Top Sells

1
+$11.4M
2
+$9M
3
+$6.84M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.2M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.36M

Sector Composition

1 Financials 9.64%
2 Communication Services 5.64%
3 Consumer Discretionary 5.57%
4 Industrials 2.8%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.02%
620
102
$36.2K ﹤0.01%
11,693
103
$29.2K ﹤0.01%
2,000
104
– –
-3,779
105
– –
-10,947
106
– –
-120,000
107
– –
-9,448
1 2 3 4
5