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Home > Institutional Investor > Matrix Asset Advisors Inc > Profile

Instuitional Investor - Matrix Asset Advisors Inc

Fund Profile
Filing Period:
Fund Name: Matrix Asset Advisors Inc
Portfolio Value $785,888,699
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 144,966 $54,513,015 6.93%
2.
Jpmorgan Chase & Co
 JPM 208,218 $35,417,882 4.5%
3.
Qualcomm Inc
 QCOM 203,112 $29,376,089 3.73%
4.
Morgan Stanley
 MS 306,408 $28,572,546 3.63%
5.
Bank Of New York Mellon Corp
 BK 536,672 $27,933,778 3.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)