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
$333M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$14.8M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$308K
4
BHF icon
Brighthouse Financial
BHF
+$193K
5
CTAS icon
Cintas
CTAS
+$174K

Sector Composition

1 Healthcare 15.08%
2 Industrials 5.48%
3 Financials 3.98%
4 Technology 2.53%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.1M 27.09%
332,120
+54,471
2
$59M 17.75%
1,138,507
-773
3
$35.5M 10.68%
+576,570
4
$15.8M 4.76%
295,114
+3,330
5
$15.2M 4.56%
88,085
-4
6
$14.5M 4.35%
269,742
-272,401
7
$13.2M 3.98%
346,582
-378,010
8
$9.35M 2.81%
59,310
+6,453
9
$3.7M 1.11%
37,539
10
$3.17M 0.95%
13,547
-558
11
$2.98M 0.9%
22,060
12
$2.76M 0.83%
28,880
-200
13
$2.73M 0.82%
18,486
+1,562
14
$2.57M 0.77%
5,145
15
$2.37M 0.71%
17,845
16
$2.16M 0.65%
17,838
17
$2.15M 0.65%
25,165
18
$2.09M 0.63%
37,763
-23
19
$2.04M 0.61%
25,925
20
$1.97M 0.59%
18,559
21
$1.96M 0.59%
38,965
22
$1.96M 0.59%
28,320
23
$1.95M 0.59%
42,136
+25,136
24
$1.93M 0.58%
11,702
25
$1.8M 0.54%
41,225
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