Contact Us
© All rights reserved. 2023
Results
Results
Monthly Performance Report / October 2023
Download as PDF
MONTHLY RESULTS
U.S. Equity Income (USD-based accounts)
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -- | -- | -- | -0.4% | 3.9% | -8% | 3.6% | -1.0% | -9.6% | 9.3% | 6.0% | -2.1% | 0.2% |
| 2023 | 3.0% | -4.1% | 1.6% | 0.8% | -5.5% | 5.5% | 2.4% | -3.2% | -5.8% | -2.5% | -- | -- | -8.6% |
Top 10 Positions
| AbbVie Inc. |
| Walmart Inc. |
| Consolidated Edison Inc. |
| Becton, Dickinson and Company |
| Atmos Energy Corporation |
| Proctor and Gamble Company |
| Johnson & Johnson |
| Colgate-Palmolive Company |
| C.H. Robinson Worldwide, Inc. |
| Coca-Cola Company |
