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Home > Institutional Investor > Miller Investment Management, Lp > Profile

Instuitional Investor - Miller Investment Management, Lp

Fund Profile
Filing Period:
Fund Name: Miller Investment Management, Lp
Portfolio Value $903,955,269
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 316,772 $177,199,094 19.6%
2.
Spdr Ser Tr
 1,107,724 $110,207,461 12.19%
3.
Berkshire Hathaway Inc
 BRK.A 166,693 $88,777,358 9.82%
4.
Ishares Trust
 VLUE 829,704 $67,811,708 7.5%
5.
Vanguard Scottsdale Funds
 1,025,069 $60,161,300 6.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)