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Home > Institutional Investor > Rossmore Private Capital > Profile

Instuitional Investor - Rossmore Private Capital

Fund Profile
Filing Period:
Fund Name: Rossmore Private Capital
Portfolio Value $707,769,008
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 495,622 $49,552,288 7%
2.
Apple Inc.
 AAPL 219,880 $42,333,488 5.98%
3.
Chevron Corp
 CVX 250,213 $37,321,771 5.27%
4.
Microsoft Corp
 MSFT 95,537 $35,925,733 5.07%
5.
Ishares Trust
 IEF 62,757 $30,000,821 4.23%
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)