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Home > Institutional Investor > Portfolio 21 Investments > Profile

Instuitional Investor - Portfolio 21 Investments

Fund Profile
Filing Period:
Fund Name: Portfolio 21 Investments
Portfolio Value $351,463,377
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 196,398 $37,812,506 10.75%
2.
Microsoft Corp
 MSFT 90,790 $34,140,733 9.71%
3.
Amazon Com Inc
 AMZN 127,003 $19,296,836 5.49%
4.
Alphabet Inc.
 GOOG 116,156 $16,369,865 4.65%
5.
Moodys Corp
 MCO 37,234 $14,542,111 4.13%
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)