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
$330M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$626K
3
+$377K
4
GE icon
GE Aerospace
GE
+$113K

Top Sells

1
+$14.5M
2
+$13.2M
3
+$7.04M
4
BAC icon
Bank of America
BAC
+$1.06M
5
C icon
Citigroup
C
+$803K

Sector Composition

1 Healthcare 15.44%
2 Industrials 6.08%
3 Financials 3.46%
4 Technology 2.82%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 33.66%
382,355
+50,235
2
$58.8M 17.8%
1,129,188
-9,319
3
$34.7M 10.51%
479,354
-97,216
4
$16.3M 4.95%
289,931
-5,183
5
$15M 4.56%
86,859
-1,226
6
$9.63M 2.91%
58,623
-687
7
$3.98M 1.21%
34,839
-2,700
8
$3.45M 1.04%
13,547
9
$3.32M 1%
28,880
10
$3.02M 0.92%
18,486
11
$3M 0.91%
22,060
12
$2.61M 0.79%
17,845
13
$2.48M 0.75%
25,165
14
$2.46M 0.75%
17,838
15
$2.42M 0.73%
5,145
16
$2.38M 0.72%
42,136
17
$2.28M 0.69%
25,925
18
$2.17M 0.66%
28,320
19
$2.17M 0.66%
18,559
20
$2.08M 0.63%
38,965
21
$2.06M 0.62%
11,702
22
$1.99M 0.6%
37,763
23
$1.93M 0.58%
41,225
24
$1.79M 0.54%
37,299
-758
25
$1.77M 0.53%
24,225
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