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Home > Institutional Investor > Geneva Advisors, Llc > Profile

Instuitional Investor - Geneva Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Geneva Advisors, Llc
Portfolio Value $5,596,815,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 4,773,600 $211,599,000 3.78%
2.
Facebook Inc
 FB 1,167,049 $165,779,000 2.96%
3.
Starbucks Corp
 SBUX 2,687,598 $156,929,000 2.8%
4.
Mastercard Inc
 MA 1,348,233 $151,636,000 2.7%
5.
Apple Inc
 AAPL 4,104,940 $147,429,000 2.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)