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

Top Buys

1
+$214K
2
+$162K
3
+$70.7K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$37.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7K

Top Sells

1
+$8.75M
2
+$4.39M
3
+$1.92M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.58M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.28M

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
– –
-20,000
102
– –
-620
103
– –
-3,986
104
– –
-6,000
105
– –
-383
1 2 3 4
5