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
$656M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.7M
3
+$11.2M
4
BBH icon
VanEck Biotech ETF
BBH
+$10.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.24M

Top Sells

1
+$30.3M
2
+$14.9M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$299K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$154K

Sector Composition

1 Financials 10.25%
2 Consumer Discretionary 5.33%
3 Communication Services 4.48%
4 Industrials 3.34%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$139M 21.21%
313,709
-674
2
$57.8M 8.81%
169,468
+27,084
3
$55.5M 8.47%
766,137
+392
4
$40.6M 6.19%
490,174
-1,490
5
$27.5M 4.2%
176,376
+68,884
6
$25.4M 3.87%
410,405
-83
7
$19.4M 2.96%
797,559
-6,304
8
$18.4M 2.81%
318,830
-470
9
$17.4M 2.66%
238,437
-189
10
$17.3M 2.64%
60,390
-64
11
$17.2M 2.62%
91,778
-90
12
$15.2M 2.32%
114,837
-109
13
$14.3M 2.19%
193,378
-170
14
$13.6M 2.08%
209,438
+195,702
15
$13.1M 2%
+89,135
16
$12.1M 1.84%
79,342
-74
17
$11.4M 1.74%
144,983
+141,793
18
$10.4M 1.58%
85,250
-65
19
$10M 1.53%
82,810
+9
20
$8.95M 1.37%
1,410
-1
21
$7.07M 1.08%
59,040
-71
22
$6.33M 0.97%
93,808
-380
23
$6.02M 0.92%
13,516
24
$4.14M 0.63%
76,177
-2,297
25
$4.05M 0.62%
11,900
1
2 3 4