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Home > Institutional Investor > Ashmore Wealth Management Llc > Profile

Instuitional Investor - Ashmore Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Ashmore Wealth Management Llc
Portfolio Value $1,582,587,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 2,465,867 $342,830,000 21.66%
2.
Apple Inc.
 AAPL 3,951,396 $221,249,000 13.98%
3.
Intel Corp
 INTC 2,182,650 $112,472,000 7.1%
4.
Visa Inc.
 V 479,694 $82,512,000 5.21%
5.
Knight-Swift Transportation Holdings Inc.
 KNX 2,014,574 $73,129,000 4.62%
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)