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Home > Institutional Investor > Wayne Hummer Investments L.l.c. > Profile

Instuitional Investor - Wayne Hummer Investments L.l.c.

Fund Profile
Filing Period:
Fund Name: Wayne Hummer Investments L.l.c.
Portfolio Value $1,032,917
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 185,800 $51,494 4.98%
2.
Ishares Treasury Etf Floating Rate Etf
 834,010 $42,092 4.07%
3.
Berkshire Hathaway Inc
 BRK.A 113,776 $40,579 3.92%
4.
Ishares Trust
 IEF 188,925 $37,919 3.67%
5.
Ishares Trust
 IEF 77,620 $37,074 3.58%
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)