Global Income Builder Portfolio

Global Income Builder Portfolio is a registered fund series of Global Income Builder Portfolio (series S000053910). Net assets $229.9M as of 2023-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$5.9M255.03%
Eli Lilly & Co$4.2M184.76%
Alphabet Inc$4.2M184.03%
Novo Nordisk A/S$4.0M174.60%
Apple Inc$3.9M171.13%
EOG Resources Inc$3.6M157.68%
Morgan Stanley & Co. LLC$2.9M124.19%
ASML Holding NV$2.6M113.08%
Amazon.com Inc$2.5M109.61%
Nestle SA$2.3M100.48%
Chevron Corp$2.3M99.40%
BASF SE$2.2M97.58%
Mercedes-Benz Group AG$2.2M94.59%
Stellantis NV$2.1M92.09%
Coca-Cola Co/The$2.0M88.19%

Net asset history

Report dateNet assets
2023-04-30$229.9M
2023-01-31$232.1M
2022-10-31$221.4M
2022-07-31$245.7M
2022-04-30$258.4M
2022-01-31$290.9M
2021-10-31$306.5M
2021-07-31$313.3M

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