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
$309M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.37M
3
+$228K
4
AVY icon
Avery Dennison
AVY
+$219K
5
WBA
Walgreens Boots Alliance
WBA
+$102K

Top Sells

1
+$642K
2
+$497K
3
+$430K
4
MET icon
MetLife
MET
+$261K
5
CVX icon
Chevron
CVX
+$259K

Sector Composition

1 Industrials 6.36%
2 Healthcare 4.5%
3 Financials 4.22%
4 Consumer Discretionary 2.72%
5 Technology 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.1M 26.59%
326,954
-1,978
2
$60.5M 19.58%
1,147,613
-4,659
3
$39.8M 12.88%
777,325
-12,538
4
$27.3M 8.83%
746,843
-11,779
5
$15.1M 4.88%
+287,928
6
$7.74M 2.5%
52,645
+461
7
$3.18M 1.03%
22,914
8
$2.97M 0.96%
22,060
9
$2.8M 0.91%
37,539
10
$2.7M 0.87%
14,105
-188
11
$2.69M 0.87%
17,845
12
$2.34M 0.76%
39,176
+22,926
13
$2.33M 0.75%
29,080
14
$2.32M 0.75%
17,828
15
$2.3M 0.74%
5,145
16
$2.23M 0.72%
18,559
17
$2.19M 0.71%
1,021,073
18
$2.14M 0.69%
41,225
-5,029
19
$2.08M 0.67%
37,740
20
$2.05M 0.66%
11,666
21
$1.96M 0.63%
25,165
22
$1.93M 0.62%
38,965
23
$1.89M 0.61%
25,925
24
$1.87M 0.61%
24,225
+1,320
25
$1.78M 0.58%
28,320
1
2 3