Miller Investment Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI Miller Investment Management, LP | Institutional Filer | ▼ 1.65% | $1.01B | 86 |
Current Portfolio Holdings
Showing all 86 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 292K | $190.0M | 18.87% |
| 2 | BILS | SPDR SER TR | — | 1.3M | $125.3M | 12.45% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | — | 1.7M | $98.0M | 9.73% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1.3M | $79.0M | 7.84% |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 154K | $73.9M | 7.34% |
| 6 | EFA | ISHARES TR | — | 652K | $63.3M | 6.29% |
| 7 | SMH | VANECK VECTORS ETF TR | — | 95K | $36.4M | 3.61% |
| 8 | META | Meta Platforms, Inc. | Technology | 58K | $33.1M | 3.29% |
| 9 | XLV | Health Care Select Sector SPDR Fund | — | 203K | $29.7M | 2.95% |
| 10 | NaN | ISHARES INC | — | 323K | $27.3M | 2.71% |
| 11 | VV | VANGUARD INDEX FDS | — | 87K | $25.9M | 2.57% |
| 12 | GOOGL | Alphabet Inc. | Technology | 88K | $25.3M | 2.51% |
| 13 | XLC | Communication Services Select Sector SPDR Fund | — | 169K | $18.7M | 1.86% |
| 14 | IWR | ISHARES TR | — | 188K | $18.3M | 1.82% |
| 15 | VBIL | VANGUARD INSTL INDEX FD | — | 196K | $14.8M | 1.47% |
Showing 1 to 15 of 86 holdings