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.

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