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Home > Institutional Investor > Wormser Freres Gestion > Profile

Instuitional Investor - Wormser Freres Gestion

Fund Profile
Filing Period:
Fund Name: Wormser Freres Gestion
Portfolio Value $168,208,219
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 50,812 $11,234,382 6.67%
2.
Visa Inc.
 V 35,044 $11,142,403 6.62%
3.
Accenture Plc
 ACN 28,013 $9,929,112 5.9%
4.
Salesforce Inc.
 CRM 28,181 $9,507,143 5.65%
5.
Emerson Electric Co
 EMR 74,810 $9,364,316 5.56%
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)