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.  Amazon.com, 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.

Comments
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).

Lists

The Best B-Boy Movies

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

Cheapest Cities to Visit in the US

Most Expensive Summer Camps

Most Expensive Animals in the World

Most Expensive Specialty Crops in the World

Movies That Took Ages to Make

The Longest Hollywood Films Ever Made

Most Expensive Concert Stages

The Richest Bands of all Time

10 Most Corrupt Countries 2013 List

10 Countries with the Highest Quality of Life Index

Most Expensive Mattresses in the World

5 Smallest Countries by Land Area

The Ultimate Heartbreak Songs

Richest Teenagers in the World

10 Most Haunted Places in America

10 Best Places to Retire in Florida East Coast

Top 10 Places to See Before You Die

Top 8 Countries in the World Where Justice Prevails

10 Richest States in America

15 Wealthiest Countries in the World

Richest Singers in the World

Most Expensive Tasting Menu in New York City

Most Expensive Baby Items in the World

Most Expensive Hotel Suites in Vegas

Most Expensive Brunch in New York City

Most Expensive Beef Cuts in the World

25 Best Colleges to Get a Job

Top 10 US Supermarkets

The 25 Most Dangerous Cities in the World to Visit

Most Expensive Xbox Games

Top 11 Cities Where Billionaires Live

Top 10 Most Charitable Companies in America

Most Expensive Seafood in the World

The 10 Wildest Conspiracy Theories

The 10 Best Job Markets in the US

Top 10 Accounting Scandals of All Time

The 25 Biggest Cities in the World

Top 10 Best Paying Virtual Jobs

Most Expensive Leather Shoes in the World

Top 6 Things to Buy in March

The 10 Most Stressful Jobs in America – 2014 List

Top 10 Jobs for Introverted People

Top 10 Honeymoon Destinations in the World

Subscribe

Enter your email:

Delivered by FeedBurner

X

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!