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
$263M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$518K
3
+$453K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$277K
5
EMR icon
Emerson Electric
EMR
+$223K

Top Sells

1
+$38.9M
2
+$682K
3
+$294K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$261K
5
MSFT icon
Microsoft
MSFT
+$222K

Sector Composition

1 Industrials 5.6%
2 Healthcare 4.8%
3 Consumer Discretionary 3.46%
4 Financials 3.43%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$121M 46.23%
590,789
+390,647
2
$52.5M 20%
2,029,374
+20,010
3
$21.5M 8.2%
968,682
+3,966
4
$2.64M 1%
51,823
+583
5
$2.23M 0.85%
27,634
6
$2.06M 0.78%
20,178
-110
7
$2.01M 0.76%
29,150
+2,420
8
$1.98M 0.75%
26,045
9
$1.92M 0.73%
41,429
-4,785
10
$1.91M 0.73%
25,120
+2,360
11
$1.91M 0.73%
39,584
12
$1.9M 0.72%
17,865
13
$1.87M 0.71%
13,606
14
$1.84M 0.7%
64,437
+300
15
$1.84M 0.7%
5,145
16
$1.84M 0.7%
15,906
-131
17
$1.83M 0.7%
13,453
18
$1.82M 0.69%
25,165
19
$1.79M 0.68%
17,121
-24
20
$1.79M 0.68%
28,980
+3,610
21
$1.79M 0.68%
32,575
22
$1.78M 0.68%
16,025
+950
23
$1.72M 0.66%
36,844
24
$1.72M 0.65%
17,845
25
$1.69M 0.64%
18,500
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