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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 $702,922,546
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 317,738 $151,024,053 21.48%
2.
Berkshire Hathaway Inc
 BRK.A 167,668 $59,800,469 8.5%
3.
Ishares Trust
 IEF 763,136 $57,502,298 8.18%
4.
Sector Spdr Trust
 XLB 459,297 $39,288,265 5.58%
5.
Ishares Inc
 411,182 $26,373,213 3.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)