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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 $1,543,438
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 264,271 $131,377 8.51%
2.
Ferguson Enterprises Ord
 501,320 $109,182 7.07%
3.
Alphabet Inc.
 GOOGL 543,730 $95,800 6.21%
4.
Meta Platforms Inc.
 META 100,470 $74,147 4.8%
5.
Nvidia Corp
 NVDA 455,230 $71,863 4.66%
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)