Miller Investment Management, LP Portfolio Holdings

Miller Investment Management, LP

  • $958 Million
  • Q3 2024

Miller Investment Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $958 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $182M, Spdr Bloomberg 3 12 Month T Bi with a value of $119M, Berkshire Hathaway Inc Class B with a value of $77.8M, Ishares Tr Msci Eafe ETF with a value of $74.1M, and Vanguard with a value of $62.3M.

Examining the 13F form we can see an increase of $123M in the current position value, from $836M to 958M.

Miller Investment Management, LP is based out at West Conshohocken, PA

Below you can find more details about Miller Investment Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $958 Million
ETFs: $672 Million
Financial Services: $89.7 Million
Consumer Cyclical: $66.4 Million
Communication Services: $52.5 Million
Industrials: $28 Million
Technology: $19.8 Million
Healthcare: $18.7 Million
Consumer Defensive: $8.7 Million
Other: $2.87 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$377M
$49,000 0.01% of portfolio
99,640
Q3 2024 Added 99.28%
$405M
$36,000 0.0% of portfolio
20,000
Q3 2024 New
$367M
$36,000 0.0% of portfolio
11,693
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $958 Million
  • Prior Value $836 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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