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Home > Institutional Investor > Wesleyan Assurance Society > Profile

Instuitional Investor - Wesleyan Assurance Society

Fund Profile
Filing Period:
Fund Name: Wesleyan Assurance Society
Portfolio Value $1,307,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 250,996 $105,740 8.08%
2.
Ferguson Enterprises Ord
 501,520 $87,004 6.65%
3.
Alphabet Inc.
 GOOGL 433,945 $82,154 6.28%
4.
Apple Inc.
 AAPL 282,600 $70,760 5.41%
5.
Meta Platforms Inc.
 META 92,750 $54,309 4.15%
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)