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
$167M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$1.49M
3
+$347K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$332K
5
PL
PROTECTIVE LIFE CORP
PL
+$213K

Top Sells

1
+$784K
2
+$540K
3
+$416K
4
URI icon
United Rentals
URI
+$319K
5
KO icon
Coca-Cola
KO
+$237K

Sector Composition

1 Industrials 9.57%
2 Healthcare 7.15%
3 Consumer Discretionary 5.99%
4 Financials 4.41%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.9M 22.75%
225,595
+1,978
2
$21.4M 12.85%
22,744
+368
3
$17.9M 10.74%
+373,115
4
$17.4M 10.45%
920,097
+78,990
5
$2.75M 1.65%
47,860
6
$2.39M 1.43%
27,016
+795
7
$2.25M 1.35%
67,574
-635
8
$2.09M 1.25%
24,257
-9,114
9
$2.06M 1.24%
48,751
+621
10
$2.02M 1.22%
37,640
11
$2M 1.2%
30,888
-75
12
$1.98M 1.19%
32,954
13
$1.95M 1.17%
22,465
-290
14
$1.91M 1.15%
28,117
-80
15
$1.89M 1.14%
129,295
16
$1.88M 1.13%
36,104
17
$1.87M 1.12%
6,900
18
$1.85M 1.11%
18,563
19
$1.85M 1.11%
20,390
-100
20
$1.83M 1.1%
44,375
-2,365
21
$1.83M 1.1%
22,665
22
$1.83M 1.1%
23,990
23
$1.79M 1.07%
10,110
-130
24
$1.79M 1.07%
18,327
25
$1.78M 1.07%
19,735
1
2 3