Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Santa Barbara Asset Management, Llc > Profile

Instuitional Investor - Santa Barbara Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Santa Barbara Asset Management, Llc
Portfolio Value $6,427,636,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 2,619,804 $308,980,000 4.8%
2.
Unitedhealth Group Inc
 UNH 946,540 $234,041,000 3.64%
3.
Nextera Energy Inc
 NEE 4,819,232 $232,913,000 3.62%
4.
Lowes Companies Inc
 LOW 2,123,150 $232,421,000 3.61%
5.
Fidelity National Information Services Inc.
 FIS 1,919,462 $217,091,000 3.37%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)