Miller Convertible Bond Fund

Miller Convertible Bond Fund is a registered fund series of Miller Investment Trust (series S000020099). Net assets $376.9M as of 2026-04-30.

Profile

Advisers

Top holdings (50 reported)

Showing 15 of 50 holdings by value.

HoldingTickerValue% of fund
AVNET INC$13.1M347.47%
VISHAY INTERTECHNOLOGY INC$12.2M323.32%
EURONET WORLDWIDE INC$11.3M299.75%
NOMURA AMERICA FINANCE LLC$11.3M298.96%
AKAMAI TECHNOLOGIES INC$11.1M295.51%
WINNEBAGO INDUSTRIES INC$10.8M286.23%
CITIGROUP GLOBAL MARKETS HOLDINGS INC$10.8M285.92%
GS FINANCE CORP$10.7M284.74%
BANK OF MONTREAL$10.6M280.13%
GLOBAL PAYMENTS INC$10.4M276.74%
MORGAN STANLEY FINANCE LLC$10.3M274.13%
ZOETIS INC$10.3M273.07%
CANADIAN IMPERIAL BANK OF COMMERCE$10.2M269.39%
ON SEMICONDUCTOR CORP$10.1M268.17%
JPMORGAN CHASE FINANCIAL COMPANY LLC$10.1M266.72%

Net asset history

Report dateNet assets
2026-04-30$376.9M
2026-01-31$481.7M
2025-10-31$547.7M
2025-07-31$578.2M
2025-04-30$588.7M
2025-01-31$631.0M
2024-10-31$670.2M
2024-07-31$681.4M

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