Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wesleyan Assurance Society > Profile

Instuitional Investor - Wesleyan Assurance Society

Fund Profile
Filing Period:
Fund Name: Wesleyan Assurance Society
Portfolio Value $1,010,118
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ferguson Plc
 FERG 525,754 $101,104 10%
2.
Microsoft Corp
 MSFT 234,050 $87,982 8.71%
3.
Apple Inc.
 AAPL 259,200 $49,893 4.93%
4.
Alphabet Inc.
 GOOG 287,350 $40,143 3.97%
5.
Meta Platforms Inc.
 META 90,455 $32,017 3.16%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)