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
$541M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.68M
3
+$2.16M
4
SPXE icon
ProShares S&P 500 ex-Energy ETF
SPXE
+$1.6M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$772K

Top Sells

1
+$18.1M
2
+$15.2M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
LOW icon
Lowe's Companies
LOW
+$2.44M

Sector Composition

1 Industrials 4.67%
2 Healthcare 4.39%
3 Technology 2.3%
4 Financials 2.13%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178M 32.88%
448,786
-28,475
2
$62.1M 11.47%
739,437
+9,197
3
$53.7M 9.92%
681,191
+9,039
4
$52.3M 9.67%
861,716
-197,336
5
$25.3M 4.67%
341,900
+4,330
6
$21.6M 3.98%
60,127
+1,138
7
$20.9M 3.86%
613,105
+5,677
8
$17.3M 3.21%
+142,374
9
$6.55M 1.21%
102,464
-1,000
10
$5.74M 1.06%
17,443
-1,695
11
$5.68M 1.05%
+31,098
12
$4.64M 0.86%
19,694
+9,165
13
$4.13M 0.76%
33,843
-21
14
$3.87M 0.72%
22,060
15
$3.69M 0.68%
22,463
16
$3.56M 0.66%
17,845
17
$3.18M 0.59%
58,818
+6,773
18
$3.14M 0.58%
17,023
19
$3.06M 0.57%
4,059
-651
20
$2.97M 0.55%
25,165
21
$2.88M 0.53%
18,935
22
$2.87M 0.53%
16,859
23
$2.74M 0.51%
30,375
24
$2.61M 0.48%
16,176
-316
25
$2.35M 0.43%
51,825
+1,170
1
2 3 4