MI
| |
Miller Investment Management, LP13F | |
| Miller Investment Management, LP | |
| Last update 2025-05-07 | 97 Stocks (2 new) |
| Value $904.00 Mil | Turnover 0 % |
Miller Investment Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 316,772 | 177,199.1 | -0.23% | 19.600 | -0.05% | 0.030 | +15.75% | +9.07% | 655,656.3 | ||
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 1,107,724 | 110,207.5 | +0.48% | 12.190 | +0.06% | 2.770 | +0.97% | +2.32% | 3,816.0 | ||
BRK.B | Berkshire Hathaway Inc | 166,693 | 88,777.4 | -0.85% | 9.820 | -0.07% | 0.010 | -9.52% | +5.99% | 1,039,054.0 | Insurance | |
EFA | iShares MSCI EAFE ETF | 829,704 | 67,811.7 | -0.11% | 7.500 | -0.01% | 0.120 | +9.23% | +21.52% | 65,136.0 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 1,025,069 | 60,161.3 | +0.30% | 6.660 | +0.02% | 0.270 | +0.63% | +2.72% | 22,502.4 | ||
META | Meta Platforms Inc | 61,434 | 35,408.1 | -0.63% | 3.920 | -0.02% | 0.000 | +31.30% | +22.84% | 1,805,387.5 | Interactive Media | |
EWJ | iShares MSCI Japan ETF | 380,146 | 26,062.8 | -0.21% | 2.880 | -0.01% | 0.190 | +7.68% | +13.56% | 15,634.9 | ||
SMH | VanEck Vectors Semiconductor ETF | 118,907 | 25,145.3 | -0.15% | 2.780 | 0% | 0.130 | +35.48% | +18.59% | 27,036.0 | ||
IWR | iShares Russell Mid-Cap ETF | 229,506 | 19,524.1 | -0.39% | 2.160 | -0.01% | 0.050 | +13.84% | +7.69% | 43,490.1 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 194,145 | 18,725.3 | -0.20% | 2.070 | 0% | 0.090 | +14.26% | +11.69% | 23,957.0 |
Miller Investment Management, LP's Historical Top Holdings Breakdowns
Miller Investment Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRP | Millrose Properties Inc | 2025-03-31 | New Buy New Buy | +0.14% | 21.22 ($23.41) 26.74 | $30.65 | 30.93% | New holding | 49,442 | 49,442 | |
ACGL | Arch Capital Group Ltd | 2025-03-31 | Sold Out Sold Out | -0.14% | 88.13 ($92.28) 96.94 | $88.34 | -4.26% | Sold Out | 0 | -14,315 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.12% | 53.6 ($56.92) 58.97 | $56.96 | 0.07% | Reduce -79.99% | 4,753 | -19,000 | |
XLB | Materials Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.10% | 83.19 ($87.39) 90.99 | $91.45 | 4.65% | Reduce -17.24% | 54,161 | -11,283 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.07% | 154.33 ($181.36) 206.38 | $193.54 | 6.72% | Add 4.66% | 91,375 | 4,070 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.07% | 442.66 ($486.15) 534.52 | $479.94 | -1.28% | Reduce -0.85% | 166,693 | -1,431 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Add Add | +0.06% | 99.16 ($99.33) 99.52 | $99.38 | 0.05% | Add 0.48% | 1,107,724 | 5,323 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.06% | 47.32 ($50.16) 52.19 | $53.21 | 6.08% | Reduce -23.35% | 37,042 | -11,284 | |
GDXJ | VanEck Junior Gold Miners ETF | 2025-03-31 | Sold Out Sold Out | -0.06% | 43.79 ($50.42) 57.46 | $67.27 | 33.41% | Sold Out | 0 | -13,550 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.05% | 551.42 ($587.78) 612.93 | $635.31 | 8.09% | Reduce -0.23% | 316,772 | -737 |
Miller Investment Management, LP Total Holding History ($B)
Miller Investment Management, LP's Asset Allocation
Miller Investment Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Miller Investment Management, LP's Hypothetical Growth since 2025-03-31
Miller Investment Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Miller Investment Management, LP's Holdings Heat Map
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Miller Investment Management, LP's Holdings Bubble Chart
Miller Investment Management, LP News
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