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
$225M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.9M
3
+$437K
4
URI icon
United Rentals
URI
+$245K
5
APA icon
APA Corp
APA
+$228K

Top Sells

1
+$946K
2
+$738K
3
+$673K
4
WBA
Walgreens Boots Alliance
WBA
+$649K
5
WFC icon
Wells Fargo
WFC
+$620K

Sector Composition

1 Industrials 6.5%
2 Healthcare 4.98%
3 Financials 4.02%
4 Energy 3.68%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.7M 20.26%
39,518
+16,355
2
$41.2M 18.29%
210,642
-4,832
3
$30.1M 13.35%
1,213,235
+1,194,660
4
$20.7M 9.17%
965,670
+20,445
5
$19.1M 8.5%
378,637
+2,294
6
$2.65M 1.18%
25,288
+2,341
7
$2.52M 1.12%
50,668
+584
8
$2.45M 1.09%
20,756
-6,260
9
$2.22M 0.98%
31,213
-1,440
10
$1.96M 0.87%
39,584
-864
11
$1.93M 0.86%
46,214
-16,130
12
$1.9M 0.84%
27,634
-520
13
$1.8M 0.8%
36,844
-750
14
$1.79M 0.79%
17,095
-5,270
15
$1.71M 0.76%
32,575
-11,800
16
$1.71M 0.76%
16,037
-3,698
17
$1.69M 0.75%
22,760
-8,750
18
$1.68M 0.75%
25,370
-4,485
19
$1.65M 0.73%
18,500
-5,860
20
$1.64M 0.73%
5,145
-1,555
21
$1.63M 0.73%
22,492
-5,490
22
$1.63M 0.72%
13,606
-4,957
23
$1.62M 0.72%
12,420
-515
24
$1.61M 0.71%
21,875
-5,472
25
$1.6M 0.71%
25,165
-7,405
1
2 3 4