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Home > Institutional Investor > Access Investment Management Llc > Profile

Instuitional Investor - Access Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Access Investment Management Llc
Portfolio Value $268,146,718
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Rentals Inc.
 URI 33,050 $18,951,531 7.06%
2.
Jabil Inc
 JBL 141,055 $17,970,407 6.7%
3.
Customers Bancorp Inc.
 CUBI 281,055 $16,194,390 6.03%
4.
Westrock Co
 WRK 335,120 $13,914,183 5.18%
5.
Donnelley Financial Solutions Inc.
 DFIN 218,145 $13,605,704 5.07%
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)