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Home > Institutional Investor > Bollard Group Llc > Profile

Instuitional Investor - Bollard Group Llc

Fund Profile
Filing Period:
Fund Name: Bollard Group Llc
Portfolio Value $3,607,987
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Boston Scientific Corp
 BSX 20,733,226 $1,851,892 51.32%
2.
Eli Lilly & Co
 LLY 239,895 $185,199 5.13%
3.
Gartner Inc
 IT 357,790 $173,339 4.8%
4.
Amazon Com Inc
 AMZN 715,672 $157,011 4.35%
5.
Microsoft Corp
 MSFT 280,471 $118,218 3.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)