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Home > Institutional Investor > Connectus Wealth, Llc > Profile

Instuitional Investor - Connectus Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Connectus Wealth, Llc
Portfolio Value $4,882,233,441
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,539,860 $249,239,176 5.1%
2.
Spdr S & P 500 Etf Trust
 SPY 486,853 $231,646,870 4.74%
3.
Microsoft Corp
 MSFT 761,194 $228,046,278 4.67%
4.
Amazon Com Inc
 AMZN 1,593,645 $186,812,040 3.82%
5.
Mastercard Inc
 MA 365,874 $123,217,692 2.52%
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)