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Home > Institutional Investor > Ofi Invest Asset Management > Profile

Instuitional Investor - Ofi Invest Asset Management

Fund Profile
Filing Period:
Fund Name: Ofi Invest Asset Management
Portfolio Value $2,973,226,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 661,641 $225,843,503 7.59%
2.
Apple Inc.
 AAPL 944,927 $164,691,799 5.53%
3.
Nvidia Corp
 NVDA 3,211,880 $144,354,964 4.85%
4.
Alphabet Inc.
 GOOG 1,059,358 $133,962,540 4.5%
5.
Amazon Com Inc
 AMZN 718,179 $98,782,526 3.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)