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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$2.83M
3
+$2.77M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.18M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.6M

Top Sells

1
+$9.98M
2
+$2.46M
3
+$2.24M
4
WMT icon
Walmart Inc
WMT
+$1.78M
5
PNC icon
PNC Financial Services
PNC
+$1.72M

Sector Composition

1 Financials 9.36%
2 Communication Services 6.95%
3 Consumer Discretionary 5.66%
4 Technology 2.5%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$200M 20.06%
299,673
-15,564
2
$118M 11.87%
1,186,377
+78,311
3
$83.3M 8.37%
165,733
+493
4
$76.4M 7.67%
817,940
-2,430
5
$62.5M 6.28%
1,062,022
+27,279
6
$44.7M 4.49%
60,854
-256
7
$38.2M 3.84%
117,189
-1,842
8
$29.4M 2.95%
366,542
-2,809
9
$22.6M 2.27%
92,848
-33
10
$22.1M 2.22%
186,521
-4,639
11
$21.8M 2.19%
226,018
-899
12
$21.5M 2.16%
154,305
+16,089
13
$19.1M 1.92%
62,115
-110
14
$17.5M 1.76%
33,759
+349
15
$16.4M 1.65%
181,918
+382
16
$14.9M 1.49%
87,627
+934
17
$13.4M 1.34%
80,758
-674
18
$13.3M 1.34%
58,036
-11,357
19
$12.9M 1.3%
1,607
+30
20
$12.7M 1.28%
100,803
+2,267
21
$11.2M 1.12%
11,707
-375
22
$11.1M 1.11%
76,667
-5,282
23
$10.8M 1.09%
49,351
+696
24
$3.8M 0.38%
63,339
+47,497
25
$3.69M 0.37%
11,232
1
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