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Home > Institutional Investor > New World Advisors Llc > Profile

Instuitional Investor - New World Advisors Llc

Fund Profile
Filing Period:
Fund Name: New World Advisors Llc
Portfolio Value $588,364,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tjx Companies Inc
 TJX 2,759,008 $417,989,713 71.04%
2.
Ishares Trust
 IEF 77,752 $58,227,621 9.9%
3.
Baillie Gifford Etf Tr
 384,300 $10,081,765 1.71%
4.
Apple Inc.
 AAPL 33,952 $9,824,320 1.67%
5.
Nvidia Corp
 NVDA 41,643 $8,332,348 1.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.