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Home > Institutional Investor > Pennsylvania Trust Co > Profile

Instuitional Investor - Pennsylvania Trust Co

Fund Profile
Filing Period:
Fund Name: Pennsylvania Trust Co
Portfolio Value $2,140,571,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 509,716 $80,388,000 3.75%
2.
Apple Inc.
 AAPL 1,187,420 $75,487,000 3.52%
3.
Ishares Trust
 IEF 213,371 $55,136,000 2.57%
4.
Johnson & Johnson
 JNJ 409,496 $53,698,000 2.5%
5.
American Tower Corp
 AMT 228,020 $49,651,000 2.31%
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)