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
$381M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.3M
3
+$351K
4
JPM icon
JPMorgan Chase
JPM
+$309K
5
CMCSA icon
Comcast
CMCSA
+$271K

Top Sells

1
+$12M
2
+$2.41M
3
+$1.98M
4
CNC icon
Centene
CNC
+$1.31M
5
BDX icon
Becton Dickinson
BDX
+$928K

Sector Composition

1 Healthcare 10.06%
2 Industrials 4.88%
3 Consumer Discretionary 2.4%
4 Financials 2.32%
5 Technology 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 27.89%
375,716
-6,996
2
$69.4M 18.23%
1,383,117
-240,052
3
$32.2M 8.45%
350,557
+155,714
4
$24.1M 6.33%
453,990
-24,700
5
$17.1M 4.49%
221,463
-8,129
6
$15.7M 4.13%
286,787
-3,534
7
$14.9M 3.9%
+237,910
8
$13.9M 3.65%
276,546
-7,475
9
$9.45M 2.48%
58,782
+145
10
$4.96M 1.3%
32,434
11
$3.16M 0.83%
28,880
12
$2.71M 0.71%
22,060
13
$2.49M 0.65%
17,828
14
$2.43M 0.64%
17,845
15
$2.37M 0.62%
9,740
-3,807
16
$2.3M 0.61%
38,965
17
$2.29M 0.6%
25,165
18
$2.26M 0.59%
27,808
19
$2.2M 0.58%
5,145
20
$2.16M 0.57%
18,921
21
$2.11M 0.55%
52,773
+6,773
22
$2.07M 0.54%
18,559
23
$2.03M 0.53%
11,666
24
$1.94M 0.51%
28,320
25
$1.82M 0.48%
37,763
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