Miller Investment Management, LP
RIA/Wealth
Miller Investment Management, LP is a RIA/Wealth based in West Conshohocken, PA led by Henry Scott Miller, reporting $5.7B in AUM as of Q3 2025 with 70% ETF concentration, 70% concentrated in top 10 holdings, and 20% allocation to SPY.
Managing PartnerHenry Scott Miller
- Portfolio Value
- $993.5M
- Positions
- 98
- Top Holding
- SPY at 20.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Miller Investment Management, LP's portfolio (70.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $199.6M | 20.09% | -$10.4M Sold | — 299.7K shares | |
ETF ETF | $118.1M | 11.88% | +$7.8M Bought | — 1.2M shares | |
Insurance - Diversified Financial Services | $83.3M | 8.39% | +$247.9K Bought | 0.01% 165.7K shares | |
ETF ETF | $76.4M | 7.69% | -$226.9K Sold | — 817.9K shares | |
ETF ETF | $62.5M | 6.29% | +$1.6M Bought | — 1.1M shares | |
Internet Content & Information Communication Services | $44.7M | 4.50% | -$188.0K Sold | 0.00% 60.9K shares | |
ETF ETF | $38.2M | 3.85% | -$601.2K Sold | — 117.2K shares | |
ETF ETF | $29.4M | 2.96% | -$225.3K Sold | — 366.5K shares | |
Internet Content & Information Communication Services | $22.6M | 2.27% | -$8.0K Sold | 0.00% 92.8K shares | |
ETF ETF | $22.1M | 2.22% | -$549.1K Sold | — 186.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Miller Investment Management, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+299.82% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-40.86% | |
-40.85% |
Analytics
Portfolio insights and performance metrics for Miller Investment Management, LP
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