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Home > Institutional Investor > Equitable Trust Co > Profile

Instuitional Investor - Equitable Trust Co

Fund Profile
Filing Period:
Fund Name: Equitable Trust Co
Portfolio Value $1,330,095,990
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 2,567,039 $100,191,533 7.53%
2.
Alphabet Inc.
 GOOG 365,851 $51,105,727 3.84%
3.
Microsoft Corp
 MSFT 123,352 $46,385,287 3.48%
4.
Wcm Smid Value Instl
 3,420,983 $41,838,617 3.14%
5.
Apple Inc.
 AAPL 204,265 $39,327,140 2.95%
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)