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Home > Institutional Investor > Close Asset Management Ltd > Profile

Instuitional Investor - Close Asset Management Ltd

Fund Profile
Filing Period:
Fund Name: Close Asset Management Ltd
Portfolio Value $3,550,943
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 1,420,400 $311,586 8.77%
2.
Alphabet Inc.
 GOOGL 1,583,842 $299,877 8.44%
3.
Booking Holdings Inc.
 BKNG 57,536 $286,182 8.05%
4.
Fiserv Inc
 FI 1,196,528 $245,976 6.92%
5.
Microsoft Corp
 MSFT 437,066 $184,212 5.18%
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)