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Miller Investment Management, LP — Institutional Investor Profile | Buyside Digest

Miller Investment Management, LP

Institutional Investor • Miller Investment Management, LP

Value

$5.7B

Stocks

45 Stocks

Turnover

0.0%

CIK

0001407382EDGAR ↗

Website ↗

Top Holdings

SPY(24.96%) XHS(13.67%) BRK.B(8.92%) VONE(8.61%) SMH(7.03%)

About Investor

Henry Scott Miller serves as Managing Partner and founder of Miller Investment Management, LP, holding this position since July 1, 1998. Miller brings significant Wall Street experience from his previous roles at Goldman Sachs in both the Private Investor Group and Investment Banking divisions. He holds a BA in Political Economy from Williams College and an MBA in Finance from Wharton, and is a CFA charterholder. In recognition of his industry contributions, Miller received the Gesu School's Spirit Medal in 2022. Under his leadership, the firm has grown to manage approximately $5.7 billion across multiple investment strategies including public securities, private equity since 2007, and real estate investments since 2009. The firm employs 19-22 people across 13 private hedge funds, serving high-net-worth individuals, institutional clients, and pooled investment vehicles.

Investor Philosophy

Investment philosophy details pending verification.

Miller Investment Management, LP Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SPY	None	SPDR S&P 500 ETF Trust	General	$222.3M	25.0%	No Change
XHS	None	SPDR SER TR	General	$121.7M	13.7%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$79.4M	8.9%	No Change
VONE	None	VANGUARD SCOTTSDALE FDS	Industrials	$76.7M	8.6%	No Change
SMH	None	VanEck Semiconductor ETF	General	$62.7M	7.0%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$33.8M	3.8%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$32.0M	3.6%	No Change
VV	None	Valvoline	General	$31.1M	3.5%	No Change
EWJ	None	iShares MSCI Japan ETF	General	$30.6M	3.4%	No Change
XLV	None	Healthcare	Financials	$30.5M	3.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General70.8%

Industrials10.9%

Communication Services7.5%

Financials4.8%

Information Technology2.3%

Sector	Stocks	Value	Exposure
General	16	$630.3M	70.8%
Industrials	6	$97.0M	10.9%
Communication Services	3	$67.0M	7.5%
Financials	5	$42.9M	4.8%
Information Technology	4	$20.1M	2.3%
Health Care	7	$17.2M	1.9%
Consumer Discretionary	3	$15.3M	1.7%
Energy	1	$1.1M	0.1%