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
$914M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$158K
3 +$70K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$40.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.96K

Top Sells

1 +$8.74M
2 +$4.19M
3 +$1.91M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.51M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.2M

Sector Composition

1 Financials 9.89%
2 Communication Services 6.05%
3 Consumer Discretionary 6.02%
4 Industrials 2.76%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-620
102
-3,986
103
-6,000
104
-383
105
-20,000