Bill Miller’s 10 Favorite Stock Picks

Bill Miller is the portfolio manager and CIO of Legg Mason Capital Management. Under Bill Miller’s management, Legg Mason outperformed the market for 15 years, from 1991-2005. During this time, his performance was so impressive that Miller was named one of Businessweek’s Best Fund Managers of 2006. Bill Miller’s performance has been on the decline every since; he lost 40% since 2006. Here is a list of Bill Miller’s top 10 stocks:

Bill Miller

1.  Microsoft Corp. (MSFT) is Miller’s largest position; he holds $240.8 million in the company. It recently traded for $25.34 and has a dividend yield of 3.20%. MSFT has a $212 billion market cap and a price to earnings ratio of 9.42.

2.  Ebay, Inc. (EBAY) has a price to earnings ratio of 22.05. It has a market cap of $37.83 billion and last traded at $29.35. Miller owns $237 million in the company. Ken Griffin of Citadel Investment Group is also a fan (check out Griffin’s favorite picks).

3.  E M C Corp (EMC) is a 43.24 billion market cap company. Miller has a $236 million position in EMC. It recently traded at $20.94 and has a price to earnings ratio of 21.97. Ken Fisher, Fisher Asset Management, is also bullish about EMC (see Fisher’s top picks).

4.  Apple, Inc. (AAPL) is Miller’s fourth largest position at $225 million. It has a market cap of $345.34 billion and a price to earnings ratio of 14.74. AAPL recently traded at $372.50 a share. AAPL is also a favorite of Rob Citrone, Discovery Capital Management (read Citrone’s top picks).

5.  Procter & Gamble, Co. (PG) offers an impressive 3.30% dividend yield. It also has a market cap of $174.13 billion and a price to earnings ratio of 16.12. Miller holds a $211 million stake in the company. It recently traded for $63.37.

6.  Blackrock, Inc. (BLK) has a $26.36 billion market cap and a price to earnings ratio of 12.00. It recently traded at $147.20 a share and has a dividend yield of 3.70%. Miller has $198.6 million in BLK.

7., Inc. (AMZN) is a $197.2 million position for Miller. It has a 93.74 price to earnings ratio and a $96.46 billion market cap. It last traded at $212.50 a share.

8.  United Continental Holdings, Inc. (UAL) has a $5.93 billion market cap and a 14.91 price to earnings ratio. Miller has $189 million invested in the company. It recently traded for $17.94 per share.

9.  Wells Fargo & Co. (WFC) offers investors a 2.00% dividend. It also has a market cap of $127.82 billion and a price to earnings ratio of 9.38. It last traded at $24.21 a share. Miller has a $190 million stake in WFC.

10. Cisco Systems, Inc. (CSCO) recently traded at $15.58. It has a dividend yield of 1.50% and a market cap of $85.35 billion. It also boasts a price to earnings ratio of 13.32. Miller holds a $185 million position in CSCO.

Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).


The 9 Most Dangerous Countries for Tourists to Visit

Reign of Terror: The 10 Most Ruthless Politicians in History

On the Move: The 10 Fastest Growing Businesses in 2015

Fast Money: The 10 Highest Paying Fast Food Restaurants

Mixing It Up: The 14 Best Music Mashups of 2014

Rito Pls Buff: The 10 Least Played Champions in LoL Season 4

10 Covers of Popular Songs that are Better than the Originals

Must See TV: The 9 Most Anticipated Shows of 2015

The 15 Biggest Box Office Bombs of All Time

10 Things The World Can’t Stand About Americans

Picture Perfect: The 6 Smartphones with the Best Cameras

The 10 Best Countries To Work In the World

A Profitable Day At The Track: 5 Tips For Betting On Horses

Tearing You Apart: 6 Bad Habits That Ruin Relationships

Learning on the Job: The 6 Biggest Mistakes Parents Make

Shopaholics Rejoice: The 12 Biggest Malls in the World

Fright Night: 10 Horror Movies Based on True Stories

Mach Mania: The 10 Fastest Jets in the World

Military Heavyweights: The 10 Countries with the Most Tanks

All In: The 7 Richest Poker Players in the World

Abracadabra: The 10 Best Magicians in the World

The 10 Richest Asian Countries in the World in 2014

Eyes in the Sky: 10 Things You Need to Know About Drones

Rising Stars: The 6 Best Silicon Valley Startups

Military Muscle: The 5 Most Advanced Armies in South America

All that Glitters: The 7 Most Luxurious Jewelry Brands in the World

5 Things You Didn’t Know About ISIS but Should

Empowering Your Money: The 5 Best Energy Stocks to Invest In

The 11 Best Android Apps You Can’t Get on iOS

The 10 Most Important International Conflicts in 2014

Mood Enhancers: The 20 Most Uplifting Songs of all Time

Lover Beware: The 8 Countries that Cheat the Most

Breath of Fresh Air: The 25 Countries with the Best Air Quality on the Planet

Singles Beware: The 8 Worst Mistakes Made on First Dates

Healthy and Happy: The 10 Countries with Lowest Healthcare Costs

The 6 Best Company Team Building Activities to Build Workplace Camaraderie

Ships Ahoy: The 10 Busiest Shipping Ports in the World

10 Productivity Tips to Save You Time and Help You Do More With Less

Grab a Bite: The Most Popular Fast Food Restaurants in America

Friday Night Thirst: The 10 Most Popular Cocktails in the World

The 6 Greatest Unsolved Mysteries We May Never Figure Out

7 Useless Products You Never Should’ve Bought

The 5 Reasons Why You’re Single and Miserable

The 7 Most Addictive Foods in the World We Can’t Stop Eating (Even Though We Should)

5 Amazing Places You Can Swim with Dolphins

The Top 7 Most Livable Countries In The World

The 10 Most Expensive Baseball Cards Ever Pulled From A Pack

The 5 Easiest Second Languages to Learn for English Speakers

Silver Spoon: The 6 Richest Families in the World

The 20 Countries with the Largest Prison Populations in the World


Enter your email:

Delivered by FeedBurner


Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!