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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 $995,099,628
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 299,673 $199,636,164 20.06%
2.
Spdr Ser Tr
 1,186,377 $118,068,239 11.86%
3.
Berkshire Hathaway Inc
 BRK.A 165,733 $83,320,608 8.37%
4.
Ishares Trust
 VLUE 817,940 $76,371,058 7.67%
5.
Vanguard Scottsdale Funds
 1,062,022 $62,499,995 6.28%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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