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Home > Institutional Investor > Wellington Shields & Co., Llc > Profile

Instuitional Investor - Wellington Shields & Co., Llc

Fund Profile
Filing Period:
Fund Name: Wellington Shields & Co., Llc
Portfolio Value $420,992,100
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flowers Foods Inc
 FLO 6,850,405 $154,202,606 36.62%
2.
Microsoft Corp
 MSFT 69,518 $26,141,568 6.2%
3.
Apple Inc.
 AAPL 107,719 $20,739,116 4.92%
4.
Jpmorgan Chase & Co
 JPM 48,364 $8,226,632 1.95%
5.
Eli Lilly & Co
 LLY 13,612 $7,934,939 1.88%
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)