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Home > Institutional Investor > Ashfield Capital Partners, Llc > Profile

Instuitional Investor - Ashfield Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ashfield Capital Partners, Llc
Portfolio Value $1,190,236,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 970,615 $134,139,000 11.26%
2.
Microsoft Corp
 MSFT 326,812 $76,115,000 6.39%
3.
Alphabet Inc.
 GOOG 398,398 $38,306,000 3.21%
4.
Unitedhealth Group Inc
 UNH 64,877 $32,765,000 2.75%
5.
Danaher Corp
 DHR 125,388.48 $28,712,000 2.41%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)