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Home > Institutional Investor > Haverford Trust Co > Profile

Instuitional Investor - Haverford Trust Co

Fund Profile
Filing Period:
Fund Name: Haverford Trust Co
Portfolio Value $9,014,418,137
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,503,813 $482,059,159 5.34%
2.
Microsoft Corp
 MSFT 1,276,429 $479,988,195 5.32%
3.
Jpmorgan Chase & Co
 JPM 1,614,895 $274,693,596 3.04%
4.
Mastercard Inc
 MA 634,126 $270,460,875 3%
5.
Blackrock Inc.
 BLK 329,447 $267,445,343 2.96%
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)