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Home > Institutional Investor > Edmond De Rothschild (suisse) S.a. > Profile

Instuitional Investor - Edmond De Rothschild (suisse) S.a.

Fund Profile
Filing Period:
Fund Name: Edmond De Rothschild (suisse) S.a.
Portfolio Value $325,147,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
U B S Ag
 UBS 1,421,940 $19,305,000 5.93%
2.
Spdr S & P 500 Etf Trust
 SPY 76,062 $16,452,000 5.05%
3.
Apple Inc
 AAPL 393,348 $11,117,000 3.41%
4.
Vanguard Index Fds
 118,010 $10,236,000 3.14%
5.
Vanguard Scottsdale Funds
 102,800 $8,281,000 2.54%
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)