Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 6, 2017

Total Value ($000): $308,952 (100.0% shares, 0.0% debt)

Holdings (72)

SPY SPDR S&P 500 ETF TR 26.6%
Value ($000) $82,141 Shares 326,954 Est. Cost $190.70 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 19.6%
Value ($000) $60,491 Shares 1,147,613 Est. Cost $45.85 Unrealized
POWERSHARES ETF TR II 12.9%
Value ($000) $39,799 Shares 777,325 Est. Cost $34.35 Unrealized
ITB ISHARES TR 8.8%
Value ($000) $27,290 Shares 746,843 Est. Cost $23.92 Unrealized
IUSV ISHARES TR 4.9%
Value ($000) $15,073 Shares 287,928 Est. Cost $52.35 Unrealized
VO VANGUARD INDEX FDS 2.5%
Value ($000) $7,739 Shares 52,645 Est. Cost $131.71 Unrealized
URI UNITED RENTALS INC 1.0%
Value ($000) $3,179 Shares 22,914 Est. Cost $68.19 Unrealized +69.7%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,973 Shares 22,060 Est. Cost $49.91 Unrealized +93.7%
MSFT MICROSOFT CORPORATION 0.9%
Value ($000) $2,796 Shares 37,539 Est. Cost $28.42 Unrealized +134.6%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,696 Shares 13,761 Est. Cost $80.49 Unrealized +112.5%
SWK STANLEY BLACK & DECKER INC 0.9%
Value ($000) $2,694 Shares 17,845 Est. Cost $57.17 Unrealized +100.2%
CCK CROWN HOLDINGS INC 0.8%
Value ($000) $2,340 Shares 39,176 Est. Cost $49.70 Unrealized +13.3%
LOW LOWES COS INC 0.8%
Value ($000) $2,325 Shares 29,080 Est. Cost $39.85 Unrealized +64.8%
JNJ JOHNSON AND JOHNSON 0.8%
Value ($000) $2,318 Shares 17,828 Est. Cost $60.65 Unrealized +73.1%
BLACKROCK INC 0.7%
Value ($000) $2,300 Shares 5,145 Est. Cost $256.81 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $2,229 Shares 18,559 Est. Cost $59.17 Unrealized +40.0%
RUBY TUESDAY INC 0.7%
Value ($000) $2,185 Shares 1,021,073 Est. Cost $3.22 Unrealized
MET METLIFE INC 0.7%
Value ($000) $2,142 Shares 41,225 Est. Cost $30.19 Unrealized +21.3%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $2,081 Shares 37,740 Est. Cost $28.99 Unrealized +45.3%
MMM 3M COMPANY 0.7%
Value ($000) $2,047 Shares 9,754 Est. Cost $64.79 Unrealized +100.5%
MDT MEDTRONIC INC 0.6%
Value ($000) $1,957 Shares 25,165 Est. Cost $58.10 Unrealized +15.2%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,928 Shares 38,965 Est. Cost $26.39 Unrealized +14.5%
UNITED TECHNOLOGIES 0.6%
Value ($000) $1,894 Shares 16,315 Est. Cost $93.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $1,871 Shares 24,225 Est. Cost $77.06 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,780 Shares 28,320 Est. Cost $40.82 Unrealized +20.6%
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $1,769 Shares 26,436 Est. Cost $32.61 Unrealized +68.7%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,721 Shares 14,626 Est. Cost $63.50 Unrealized +43.3%
DOV DOVER CORP 0.5%
Value ($000) $1,615 Shares 17,670 Est. Cost $39.99 Unrealized +52.1%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,578 Shares 10,665 Est. Cost $49.85 Unrealized +132.8%
GPC GENUINE PARTS CO 0.5%
Value ($000) $1,538 Shares 16,075 Est. Cost $54.12 Unrealized +23.2%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,207 Shares 17,308 Est. Cost $53.08 Unrealized -2.3%
CVX CHEVRON CORP 0.4%
Value ($000) $1,201 Shares 10,220 Est. Cost $71.30 Unrealized +6.9%
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,149 Shares 14,705 Est. Cost $19.80 Unrealized +15.7%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,051 Shares 11,000 Est. Cost $69.00 Unrealized +6.8%
PFE PFIZER INC 0.3%
Value ($000) $1,035 Shares 29,000 Est. Cost $18.75 Unrealized +18.7%
AMGN AMGEN INC 0.3%
Value ($000) $975 Shares 5,229 Est. Cost $73.34 Unrealized +87.5%
BAC BANK AMER CORP 0.3%
Value ($000) $955 Shares 37,675 Est. Cost $11.34 Unrealized +76.0%
DE DEERE & COMPANY 0.3%
Value ($000) $934 Shares 7,440 Est. Cost $69.08 Unrealized +57.1%
C CITIGROUP INC 0.3%
Value ($000) $873 Shares 12,000 Est. Cost $33.10 Unrealized +56.9%
GIS GENERAL MLS INC 0.3%
Value ($000) $813 Shares 15,700 Est. Cost $42.00 Unrealized -3.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $803 Shares 9,793 Est. Cost $54.61 Unrealized -0.5%
KELLOGG CO 0.3%
Value ($000) $780 Shares 12,500 Est. Cost $49.13 Unrealized -5.4%
ET ENERGY TRANSFER EQUITY L P 0.2%
Value ($000) $772 Shares 44,410 Est. Cost $14.36 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $757 Shares 22,500 Est. Cost $20.10 Unrealized +23.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $679 Shares 4,332 Est. Cost $91.17 Unrealized +41.1%
AAPL APPLE INC 0.2%
Value ($000) $650 Shares 4,220 Est. Cost $26.84 Unrealized +34.7%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $641 Shares 6,764 Est. Cost $71.09 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $621 Shares 11,640 Est. Cost $37.42 Unrealized +15.9%
FDX FEDEX CORP 0.2%
Value ($000) $564 Shares 2,500 Est. Cost $147.85 Unrealized +25.1%
HD HOME DEPOT INC 0.2%
Value ($000) $542 Shares 3,313 Est. Cost $106.34 Unrealized +17.7%
PEP PEPSICO INC 0.2%
Value ($000) $516 Shares 4,631 Est. Cost $56.00 Unrealized +59.7%
INTC INTEL CORP 0.2%
Value ($000) $495 Shares 13,000 Est. Cost $26.00 Unrealized +13.8%
ORCL ORACLE CORP 0.2%
Value ($000) $475 Shares 9,823 Est. Cost $27.58 Unrealized +59.3%
MKL MARKEL CORP 0.1%
Value ($000) $441 Shares 413 Est. Cost $722.91 Unrealized +43.0%
CTAS CINTAS CORP 0.1%
Value ($000) $427 Shares 2,961 Est. Cost $24.76 Unrealized +23.2%
ABBV ABBVIE INC 0.1%
Value ($000) $412 Shares 4,640 Est. Cost $31.70 Unrealized +69.3%
IWM ISHARES TR 0.1%
Value ($000) $401 Shares 2,704 Est. Cost $123.44 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $391 Shares 6,193 Est. Cost $57.32 Unrealized
SURE ADVISORSHARES TR 0.1%
Value ($000) $379 Shares 5,577 Est. Cost $54.07 Unrealized
DIS WALT DISNEY COMPANY 0.1%
Value ($000) $347 Shares 3,523 Est. Cost $57.83 Unrealized +67.6%
KO COCA COLA CO 0.1%
Value ($000) $347 Shares 7,710 Est. Cost $27.80 Unrealized +25.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $340 Shares 4,607 Est. Cost $34.29 Unrealized -7.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $322 Shares 2,218 Est. Cost $118.94 Unrealized -18.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $322 Shares 2,383 Est. Cost $98.18 Unrealized +16.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $319 Shares 1,554 Est. Cost $107.02 Unrealized +55.5%
NKE NIKE INC 0.1%
Value ($000) $287 Shares 5,530 Est. Cost $44.22 Unrealized +13.9%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $252 Shares 3,045 Est. Cost $64.28 Unrealized +0.7%
BHF BRIGHTHOUSE FINL INC 0.1%
Value ($000) $228 Shares 3,746 Est. Cost $59.99 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $219 Shares 2,230 Est. Cost $81.06 Unrealized 0.0%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $215 Shares 5,220 Est. Cost $37.46 Unrealized +10.3%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $196 Shares 7,500 Est. Cost $29.20 Unrealized
OFFICE DEPOT INC 0.0%
Value ($000) $130 Shares 28,534 Est. Cost $3.87 Unrealized