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
$914M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$158K
3
+$70K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$40.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.96K

Top Sells

1
+$8.74M
2
+$4.19M
3
+$1.91M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$1.51M
5
BBH icon
VanEck Biotech ETF
BBH
+$1.2M

Sector Composition

1 Financials 9.89%
2 Communication Services 6.05%
3 Consumer Discretionary 6.02%
4 Industrials 2.76%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$186M 20.37%
317,509
-350
2
$109M 11.96%
1,102,401
-88,165
3
$76.2M 8.34%
168,124
-855
4
$62.8M 6.87%
830,618
-55,457
5
$59.5M 6.51%
1,022,044
-32,870
6
$36.2M 3.96%
61,823
-42
7
$28.8M 3.16%
119,085
+651
8
$25.6M 2.8%
380,961
-694
9
$20.4M 2.23%
230,405
-1,403
10
$18.8M 2.06%
194,538
-232
11
$17.2M 1.88%
125,026
-1,701
12
$16.5M 1.81%
87,305
+212
13
$16.4M 1.79%
190,014
-17,521
14
$15.9M 1.75%
59,139
-146
15
$15.7M 1.71%
83,200
-51
16
$14.5M 1.58%
92,199
-7,614
17
$14.3M 1.57%
33,930
+166
18
$13.6M 1.49%
102,804
-1,601
19
$13M 1.42%
1,588
-33
20
$12.3M 1.34%
87,726
-1,652
21
$10.9M 1.19%
82,440
-123
22
$10.7M 1.18%
48,955
-11
23
$8.77M 0.96%
12,446
-176
24
$5.51M 0.6%
65,444
25
$4.67M 0.51%
23,831
1
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