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Home > Institutional Investor > Altrius Capital Management Inc > Profile

Instuitional Investor - Altrius Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Altrius Capital Management Inc
Portfolio Value $358,997,804
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Siemens A G
 SI 97,751 $9,143,720 2.54%
2.
Eaton Corp Plc
 ETN 37,368 $8,999,003 2.5%
3.
Bae Sys Plc Sponsored Adr
 BAESY 147,638 $8,536,182 2.37%
4.
Bnp Paribas-Adr
 BNPQY 223,643 $7,769,391 2.16%
5.
Deutsche Post Ag
 149,709 $7,417,781 2.06%
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)