subha venkatasubramanian
@Wesleyan Assurance Society
Latest period2024 - Q3ReportedManaged Assets$1.262BTotal holdings104
Assets growth rate9.31%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Wesleyan Assurance Society's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 104 positions.
Assets under management
The assets under management (AUM) of Wesleyan Assurance Society over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.262B in assets, with a quarterly growth rate of 9.31% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by subha venkatasubramanian, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 8.47% | $106.847M 248,400 shares@ $430.15 avg price | Increased 2.48% |
FERGFerguson Enterprises Ord
| 8.02% | $101.172M 509,604 shares@ $198.54 avg price | New Position |
AAPLApple Inc
| 5.34% | $67.264M 288,700 shares@ $232.99 avg price | |
GOOGLAlphabet Inc
| 4.8% | $60.52M 364,800 shares@ $165.9 avg price | |
METAFacebook Inc
| 4.06% | $51.111M 89,305 shares@ $572.32 avg price | Decreased -0.27% |
CATCaterpillar Inc Del
| 3.12% | $39.248M 100,379 shares@ $391.0 avg price | Decreased -0.69% |
GWWGrainger W W Inc
| 3.03% | $38.134M 36,733 shares@ $1038.15 avg price | |
JPMJpmorgan Chase & Co
| 2.43% | $30.613M 145,257 shares@ $210.76 avg price | |
URIUnited Rentals Inc
| 2.26% | $28.496M 35,218 shares@ $809.14 avg price | |
NVDANvidia Corp
| 2.14% | $26.934M 221,700 shares@ $121.49 avg price | Increased 74.85% |