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Home > Institutional Investor > Sullivan, Bruyette, Speros & Blaney, Inc. > Profile

Instuitional Investor - Sullivan, Bruyette, Speros & Blaney, Inc.

Fund Profile
Filing Period:
Fund Name: Sullivan, Bruyette, Speros & Blaney, Inc.
Portfolio Value $2,266,623,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 1,269,088 $502,978,000 22.19%
2.
Vanguard Whitehall Funds
 2,233,523 $225,787,000 9.96%
3.
Vanguard Tax-Managed Intl Fd
 3,200,305 $157,167,000 6.93%
4.
Vanguard Index Fds
 792,639 $146,876,000 6.47%
5.
Vanguard Intl Equity Index Funds
 VWO 2,533,415 $131,864,000 5.81%
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)