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Home > Institutional Investor > Wunderlich Capital Managemnt > Profile

Instuitional Investor - Wunderlich Capital Managemnt

Fund Profile
Filing Period:
Fund Name: Wunderlich Capital Managemnt
Portfolio Value $223,973,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jp Morgan Ultra-Short Income Etf
 322,283 $16,265,623 7.26%
2.
Alphabet Inc.
 GOOG 40,587 $7,392,922 3.3%
3.
Microsoft Corp
 MSFT 16,248 $7,262,044 3.24%
4.
Amazon Com Inc
 AMZN 35,130 $6,788,873 3.03%
5.
Apple Inc.
 AAPL 31,987 $6,737,102 3.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)