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
$178M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.67M
3
+$1.63M
4
LOW icon
Lowe's Companies
LOW
+$1.31M
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$459K

Top Sells

1
+$2.05M
2
+$1.81M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.62M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.51M

Sector Composition

1 Industrials 9.36%
2 Healthcare 7.34%
3 Financials 5.93%
4 Consumer Discretionary 4.69%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.3M 22.59%
215,474
-8,070
2
$23.3M 13.07%
23,163
+341
3
$19.6M 10.99%
945,225
+22,143
4
$18.5M 10.34%
376,343
+2,390
5
$2.63M 1.48%
27,016
6
$2.56M 1.43%
62,344
-5,230
7
$2.24M 1.26%
50,084
+653
8
$2.21M 1.24%
44,375
9
$2.2M 1.23%
22,365
-100
10
$2.18M 1.22%
22,947
-2,520
11
$2.12M 1.19%
24,360
12
$2.11M 1.18%
6,700
-200
13
$2.11M 1.18%
18,563
14
$2.09M 1.17%
18,327
15
$2.09M 1.17%
19,735
16
$2.08M 1.17%
31,510
-3,675
17
$2.06M 1.15%
27,982
18
$2M 1.12%
32,570
19
$1.99M 1.12%
29,855
-833
20
$1.97M 1.1%
28,154
-5,950
21
$1.97M 1.1%
22,665
22
$1.95M 1.09%
23,990
23
$1.92M 1.08%
32,653
+27,670
24
$1.9M 1.07%
40,448
+35,595
25
$1.88M 1.05%
19,300
1
2 3 4