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
$180M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$219K
3
+$215K
4
VOD icon
Vodafone
VOD
+$211K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$207K

Top Sells

1
+$379K
2
+$352K
3
+$164K
4
WBA
Walgreens Boots Alliance
WBA
+$141K
5
CAH icon
Cardinal Health
CAH
+$134K

Sector Composition

1 Industrials 9.66%
2 Healthcare 7.23%
3 Consumer Discretionary 6.12%
4 Financials 4.69%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 22.99%
223,544
-2,051
2
$21.9M 12.22%
22,822
+78
3
$19.4M 10.81%
923,082
+2,985
4
$17.2M 9.6%
373,953
+838
5
$2.98M 1.66%
47,860
6
$2.53M 1.41%
67,574
7
$2.43M 1.36%
27,016
8
$2.38M 1.32%
23,477
-780
9
$2.28M 1.27%
34,104
-2,000
10
$2.2M 1.23%
49,431
+680
11
$2.18M 1.22%
6,900
12
$2.18M 1.21%
18,563
13
$2.15M 1.2%
30,688
-200
14
$2.13M 1.19%
32,954
15
$2.06M 1.15%
22,465
16
$2.05M 1.14%
129,295
17
$2.03M 1.13%
19,300
18
$2.02M 1.13%
35,185
-2,455
19
$2.02M 1.12%
23,990
20
$2.02M 1.12%
44,375
21
$2M 1.12%
27,982
-135
22
$1.99M 1.11%
25,467
-4,519
23
$1.98M 1.1%
18,327
24
$1.98M 1.1%
19,735
25
$1.89M 1.05%
24,360
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