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Home > Institutional Investor > Northcape Wealth Management, Llc > Profile

Instuitional Investor - Northcape Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Northcape Wealth Management, Llc
Portfolio Value $275,995,397
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 89,218 $17,055,843 6.17%
2.
Ishares Trust
 IEF 115,895 $12,824,892 4.64%
3.
Ishares Tr
 152,310 $10,715,035 3.88%
4.
Apple Inc.
 AAPL 46,792 $9,008,891 3.26%
5.
Ishares Tr
 228,178 $8,570,351 3.1%
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)