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Home > Institutional Investor > Quilter Plc > Profile

Instuitional Investor - Quilter Plc

Fund Profile
Filing Period:
Fund Name: Quilter Plc
Portfolio Value $2,960,413,956
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 909,886 $342,117,136 11.55%
2.
Alphabet Inc.
 GOOG 1,343,341 $187,718,471 6.34%
3.
Visa Inc.
 V 699,855 $182,361,217 6.15%
4.
Jpmorgan Chase & Co
 JPM 780,876 $132,748,920 4.48%
5.
Thermo Fisher Scientific Inc.
 TMO 200,681 $106,603,754 3.6%
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)