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Home > Institutional Investor > Connolly Sarah T. > Profile

Instuitional Investor - Connolly Sarah T.

Fund Profile
Filing Period:
Fund Name: Connolly Sarah T.
Portfolio Value $1,107,331
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 1,035 $389,201 35.14%
2.
Nextera Energy Inc
 NEE 4,675 $283,960 25.64%
3.
Procter & Gamble Co
 PG 1,592 $233,292 21.06%
4.
Abbott Laboratories
 ABT 1,825 $200,878 18.14%
5.
Waste Management Inc
 WM 0 $0 0%
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)