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Home > Institutional Investor > Burnham Asset Management Corp > Profile

Instuitional Investor - Burnham Asset Management Corp

Fund Profile
Filing Period:
Fund Name: Burnham Asset Management Corp
Portfolio Value $358,977,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc
 AAPL 1,211,472 $28,954,000 8.06%
2.
Ford Motor Co
 F 1,859,640 $23,376,000 6.51%
3.
Ishares Trust
 IEF 78,045 $20,084,000 5.59%
4.
Amazon Com Inc
 AMZN 320,680 $11,474,000 3.19%
5.
Wells Fargo & Company
 WFC 216,945 $10,268,000 2.86%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)