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 > Cabot Wealth Management Inc > Profile

Instuitional Investor - Cabot Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Cabot Wealth Management Inc
Portfolio Value $719,284,614
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 162,605 $31,306,412 4.35%
2.
Berkshire Hathaway Inc
 BRK.A 61,052 $21,774,806 3.02%
3.
Spdr Series Trust
 652,747 $21,429,684 2.97%
4.
Wisdomtree Tr
 418,680 $21,034,505 2.92%
5.
H D F C Bank Ltd
 HDB 286,612 $19,234,531 2.67%
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)