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
$268M
AUM Growth
-$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$753K

Top Sells

1
+$1.82M
2
+$819K
3
+$794K
4
PFE icon
Pfizer
PFE
+$576K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$552K

Sector Composition

1 Industrials 5.41%
2 Healthcare 4.7%
3 Energy 3.11%
4 Financials 2.94%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 46.34%
603,629
-3,855
2
$55.6M 20.75%
2,027,025
-29,848
3
$21.1M 7.87%
930,153
-24,210
4
$2.52M 0.94%
28,767
+8,589
5
$2.31M 0.86%
27,634
6
$2.13M 0.79%
26,045
7
$2.12M 0.79%
25,120
8
$1.98M 0.74%
44,899
-3,530
9
$1.98M 0.74%
14,293
-1
10
$1.95M 0.73%
29,150
11
$1.88M 0.7%
17,845
12
$1.86M 0.7%
25,165
13
$1.85M 0.69%
19,300
14
$1.83M 0.68%
32,575
15
$1.78M 0.66%
5,145
16
$1.76M 0.66%
55,000
17
$1.75M 0.65%
13,606
-1,495
18
$1.73M 0.65%
34,732
19
$1.71M 0.64%
36,686
-158
20
$1.69M 0.63%
15,906
21
$1.67M 0.62%
17,096
-25
22
$1.6M 0.6%
17,865
23
$1.58M 0.59%
16,329
24
$1.57M 0.59%
28,320
25
$1.52M 0.57%
64,137
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