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Home > Institutional Investor > First Western Trust Bank > Profile

Instuitional Investor - First Western Trust Bank

Fund Profile
Filing Period:
Fund Name: First Western Trust Bank
Portfolio Value $2,165,208,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 3,495,906 $1,258,701,068 58.13%
2.
Vanguard Index Fds
 274,082 $147,677,859 6.82%
3.
Ishares Trust
 IEF 1,100,618 $97,294,663 4.49%
4.
Spdr S & P 500 Etf Trust
 SPY 113,621 $66,590,996 3.07%
5.
Ishares Trust
 IEF 236,491 $52,255,159 2.41%
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)