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Home > Institutional Investor > Broderick Brian C > Profile

Instuitional Investor - Broderick Brian C

Fund Profile
Filing Period:
Fund Name: Broderick Brian C
Portfolio Value $400,652,487
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 122,792 $23,641,143 5.9%
2.
Microsoft Corp
 MSFT 51,123 $19,224,293 4.79%
3.
Alphabet Inc.
 GOOG 132,198 $18,466,738 4.6%
4.
Advanced Micro Devices Inc
 AMD 121,952 $17,976,943 4.48%
5.
Mastercard Inc
 MA 40,927 $17,455,775 4.35%
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)