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
$259M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.6M
3
+$636K
4
BAC icon
Bank of America
BAC
+$629K
5
URI icon
United Rentals
URI
+$607K

Top Sells

1
+$17.7M
2
+$14.6M
3
+$813K
4
WMT icon
Walmart
WMT
+$762K
5
TGT icon
Target
TGT
+$698K

Sector Composition

1 Industrials 5.96%
2 Healthcare 5.17%
3 Financials 3.25%
4 Energy 2.65%
5 Consumer Discretionary 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.9M 35.09%
434,093
-69,552
2
$45.3M 17.49%
1,638,979
-24,601
3
$35M 13.52%
+251,554
4
$22.6M 8.72%
+676,950
5
$2.69M 1.04%
40,015
+9,048
6
$2.37M 0.91%
14,293
7
$2.32M 0.9%
45,399
+500
8
$2.31M 0.89%
29,150
9
$2.18M 0.84%
25,165
10
$2.18M 0.84%
17,971
-555
11
$2.11M 0.82%
27,104
12
$2.05M 0.79%
36,686
13
$2.01M 0.78%
14,631
14
$1.99M 0.77%
13,606
15
$1.99M 0.77%
17,845
16
$1.86M 0.72%
22,370
+2,250
17
$1.85M 0.71%
39,075
+2,400
18
$1.81M 0.7%
17,865
19
$1.79M 0.69%
22,060
+2,760
20
$1.76M 0.68%
5,145
21
$1.76M 0.68%
16,329
22
$1.67M 0.65%
25,925
23
$1.48M 0.57%
28,320
24
$1.48M 0.57%
41,542
25
$1.37M 0.53%
17,308
1
2 3