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Home > Institutional Investor > Willingdon Wealth Management > Profile

Instuitional Investor - Willingdon Wealth Management

Fund Profile
Filing Period:
Fund Name: Willingdon Wealth Management
Portfolio Value $397,261,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 181,829 $28,676,000 7.21%
2.
Spdr Gold Trust
 GLD 125,447 $18,572,000 4.67%
3.
Apple Inc.
 AAPL 276,552 $17,581,000 4.42%
4.
Public Storage
 PSA 67,911 $13,488,000 3.39%
5.
Ishares Tr
 344,828 $10,979,000 2.76%
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)