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
$260M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$425K
3
+$286K
4
MCD icon
McDonald's
MCD
+$236K
5
MET icon
MetLife
MET
+$148K

Top Sells

1
+$614K
2
+$517K
3
+$495K
4
WBA
Walgreens Boots Alliance
WBA
+$426K
5
MKL icon
Markel Group
MKL
+$408K

Sector Composition

1 Industrials 5.28%
2 Healthcare 4.95%
3 Financials 2.84%
4 Consumer Staples 2.55%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 47.71%
607,470
+2,155
2
$53.2M 20.51%
1,964,404
-19,060
3
$21.2M 8.17%
915,543
-8,355
4
$2.49M 0.96%
44,899
5
$2.42M 0.93%
27,104
-530
6
$2.22M 0.85%
29,150
7
$2.15M 0.83%
14,293
8
$2.09M 0.8%
28,767
9
$2.02M 0.78%
15,906
10
$1.94M 0.75%
25,165
11
$1.91M 0.73%
17,845
12
$1.9M 0.73%
18,526
13
$1.84M 0.71%
19,300
14
$1.77M 0.68%
32,575
15
$1.75M 0.67%
5,145
16
$1.71M 0.66%
13,606
17
$1.71M 0.66%
20,120
-5,000
18
$1.7M 0.65%
36,686
19
$1.67M 0.64%
23,045
20
$1.64M 0.63%
38,176
+3,444
21
$1.59M 0.61%
77,637
22
$1.57M 0.61%
16,329
23
$1.57M 0.6%
25,925
+4,728
24
$1.53M 0.59%
17,865
25
$1.35M 0.52%
28,320
1
2 3