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Home > Institutional Investor > Annie E. Casey Foundation, Inc. > Profile

Instuitional Investor - Annie E. Casey Foundation, Inc.

Fund Profile
Filing Period:
Fund Name: Annie E. Casey Foundation, Inc.
Portfolio Value $42,499,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 421,036 $42,499,374 100%
2.
Ishares Trust
 IEF 0 $0 0%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 0 $0 0%
4.
Ishares Tr - CORE MSCI EAFE ETF
 0 $0 0%
5.
Ishares Tr - CORE MSCI EMKT
 0 $0 0%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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