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Home > Institutional Investor > Bank Of The West > Profile

Instuitional Investor - Bank Of The West

Fund Profile
Filing Period:
Fund Name: Bank Of The West
Portfolio Value $850,674,018
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 392,443 $50,990,118 5.99%
2.
Microsoft Corp
 MSFT 162,455 $38,959,957 4.57%
3.
Alphabet Inc.
 GOOG 267,991 $23,644,845 2.77%
4.
Ishares Trust
 IEF 351,909 $23,099,305 2.71%
5.
Spdr S & P 500 Etf Trust
 SPY 57,017 $21,805,011 2.56%
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)