Results

year
2021
month
MAY

Monthly Performance Report / May 2021

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MONTHLY RESULTS

U.S. Equity Growth (USD-based accounts)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2021 1.1% -0.5% -0.1% 5.0% 0.6% -- -- -- -- -- -- -- 6.2%
Top 10 Positions
Tesla Inc.
JPMorgan Chase & Co.
Berkshire Hathaway Inc. Class B
Walt Disney Company
Bank of America Corp
PayPal Holdings Inc.
Wells Fargo & Company
Applied Materials Inc.
Alphabet Inc.
Goldman Sachs Group Inc.