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Home > Institutional Investor > Matrix Asset Advisors Inc > Profile

Instuitional Investor - Matrix Asset Advisors Inc

Fund Profile
Filing Period:
Fund Name: Matrix Asset Advisors Inc
Portfolio Value $915,656,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 141,099 $59,473,229 6.49%
2.
Jpmorgan Chase & Co
 JPM 161,806 $38,786,516 4.23%
3.
Bank Of New York Mellon Corp
 BK 489,288 $37,591,997 4.1%
4.
Apple Inc.
 AAPL 142,768 $35,751,963 3.9%
5.
Morgan Stanley
 MS 280,424 $35,254,905 3.85%
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)