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
$960M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$18M
3
+$12.4M
4
AMZN icon
Amazon
AMZN
+$5.28M
5
MSFT icon
Microsoft
MSFT
+$5.26M

Top Sells

1
+$25.5M
2
+$11.7M
3
+$9.57M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$8.54M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.53M

Sector Composition

1 Financials 9.46%
2 Consumer Discretionary 6.97%
3 Communication Services 5.46%
4 Industrials 2.87%
5 Technology 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$182M 18.99%
317,859
-4,338
2
$119M 12.34%
1,190,566
+777,222
3
$77.8M 8.1%
168,979
+62
4
$74.1M 7.72%
886,075
+58,569
5
$62.3M 6.48%
1,054,914
+304,852
6
$35.4M 3.69%
61,865
+47
7
$29.1M 3.03%
118,434
+146
8
$27.3M 2.84%
381,655
-34,870
9
$20.4M 2.13%
231,808
-8,337
10
$19.7M 2.05%
207,535
+24,446
11
$19.5M 2.03%
126,727
+1,874
12
$18.9M 1.97%
104,405
+10,535
13
$17.7M 1.84%
99,813
-4,197
14
$17.6M 1.83%
194,770
+403
15
$17.1M 1.78%
89,378
+3,130
16
$15.9M 1.66%
83,251
-2,359
17
$15.9M 1.66%
1,621
+87
18
$15.6M 1.63%
59,285
+47,184
19
$14.5M 1.51%
33,764
+12,214
20
$14.4M 1.5%
87,093
+12,804
21
$12M 1.25%
82,563
-1,521
22
$10.2M 1.06%
12,622
23
$9.12M 0.95%
48,966
+28,351
24
$6.31M 0.66%
65,444
-264,798
25
$4.72M 0.49%
23,831
1
2 3 4 5