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 > First Western Trust Bank > Profile

Instuitional Investor - First Western Trust Bank

Fund Profile
Filing Period:
Fund Name: First Western Trust Bank
Portfolio Value $2,009,026,454
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 3,767,305 $1,128,157,249 56.15%
2.
Vanguard Index Fds S&P 500 Etf Shs
 300,901 $131,433,519 6.54%
3.
Ishares Trust
 IEF 1,189,549 $92,463,618 4.6%
4.
Spdr S & P 500 Etf Trust
 SPY 117,923 $56,049,981 2.78%
5.
Ishares Trust
 IEF 244,082 $48,989,712 2.43%
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)