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
$537M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$23.1M
3
+$18.1M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.9M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$15.2M

Top Sells

1
+$35.7M
2
+$15M
3
+$1.21M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.03M
5
LOW icon
Lowe's Companies
LOW
+$693K

Sector Composition

1 Industrials 4.28%
2 Healthcare 4.25%
3 Financials 1.95%
4 Technology 1.88%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178M 33.25%
477,261
-40,212
2
$61.8M 11.52%
1,059,052
-17,587
3
$55.7M 10.38%
730,240
+32,514
4
$48.7M 9.07%
+672,152
5
$23.1M 4.31%
+337,570
6
$20.9M 3.89%
58,989
+237
7
$18.1M 3.38%
+194,583
8
$17.9M 3.34%
+607,428
9
$15.2M 2.84%
+147,252
10
$6.21M 1.16%
103,464
-20,226
11
$4.49M 0.84%
33,864
-36
12
$4.44M 0.83%
19,138
+2,795
13
$3.54M 0.66%
22,463
14
$3.4M 0.63%
4,710
-435
15
$3.29M 0.61%
22,060
16
$3.19M 0.59%
17,845
17
$3.08M 0.57%
17,023
18
$2.95M 0.55%
25,165
19
$2.84M 0.53%
16,859
-1,300
20
$2.73M 0.51%
52,045
-6,773
21
$2.44M 0.46%
15,230
-4,315
22
$2.44M 0.45%
30,375
23
$2.43M 0.45%
50,655
+2,160
24
$2.41M 0.45%
16,492
+1,561
25
$2.41M 0.45%
18,935
+2,885
1
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