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Home > Institutional Investor > Harbour Trust & Investment Management Co > Profile

Instuitional Investor - Harbour Trust & Investment Management Co

Fund Profile
Filing Period:
Fund Name: Harbour Trust & Investment Management Co
Portfolio Value $709,216,655
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 112,574 $55,748,897 7.86%
2.
Apple Inc.
 AAPL 240,932 $46,386,638 6.54%
3.
Alphabet Inc.
 GOOG 151,581 $21,362,311 3.01%
4.
Ishares Trust
 IEF 184,050 $19,923,412 2.8%
5.
Costco Wholesale Corp W
 COST 28,214 $18,623,497 2.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)