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Home > Institutional Investor > Wesleyan Assurance Society > Profile

Instuitional Investor - Wesleyan Assurance Society

Fund Profile
Filing Period:
Fund Name: Wesleyan Assurance Society
Portfolio Value $1,345,078
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 264,251 $99,054 7.36%
2.
Ferguson Enterprises Ord
 501,320 $80,306 5.97%
3.
Alphabet Inc.
 GOOGL 514,130 $79,454 5.91%
4.
Apple Inc.
 AAPL 343,650 $76,304 5.67%
5.
Meta Platforms Inc.
 META 100,635 $57,989 4.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)