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MILLER INVESTMENT MANAGEMENT, LP Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 834-9820

Report Date: 03/31/2013

Position Statistics:

Total Positions 94
New Positions 10
Increased Positions 27
Decreased Positions 48
Positions with Activity 75
Sold Out Positions 19
Total Mkt Value
(in $ millions)		 148

Sector Weighting

Basic Materials 2.57%
Capital Goods 3.11%
Conglomerates
Consumer Cyclical 4.56%
Consumer/Non-Cyclical 3.27%
Energy 6.02%
Financial 60.13%
Healthcare 7.23%
Services 6.54%
Technology 4.87%
Transportation 1.1%
Utilities 0.6%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

94 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 37,165 1,094 3.03 222,627
MARKET VECTORS ETF TR OIL SVCS ETF 19,437 368 1.93 432,223
JPMORGAN CHASE & CO ALERIAN ML ETN 15,429 230 1.51 324,965
EXXON MOBIL CORP COM 3,326 126 3.94 36,246
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 2,794 New 47,860
MICROSOFT CORP COM 2,230 283 14.56 63,954
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,171 2,171 New 31,300
CROWN HOLDINGS INC COM 2,092 91 4.54 47,504
BLACKROCK INC COM 1,994 1,994 New 6,855
SCHLUMBERGER LTD COM 1,986 1,674 535.82 26,221
KIMBERLY CLARK CORP COM 1,974 -175 (8.16) 18,921
EMERSON ELEC CO COM 1,969 -34 (1.69) 33,166
INTERNATIONAL BUSINESS MACHS COM 1,915 139 7.80 9,187
STAPLES INC COM 1,876 435 30.23 129,295
WALGREEN CO COM 1,875 -108 (5.43) 37,800
JOHNSON & JOHNSON COM 1,873 -86 (4.39) 21,265
TARGET CORP COM 1,856 68 3.77 26,125
BECTON DICKINSON & CO COM 1,850 -4 (0.22) 18,180
GENUINE PARTS CO COM 1,843 20 1.07 22,685
WELLS FARGO & CO NEW COM 1,824 1,824 New 45,725