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Latest statistics and disclosures from Monaco Asset Management SAM's latest quarterly 13F-HR filing: Top 5 stock holdings are SPY, NVDA, NEM, AAPL, GDX, and represent 69.66% of Monaco Asset Management SAM's stock portfolio.
Monaco Asset Management Sam is an investment fund managing more than $200 billion ran by Joelle Rotard. There are currently 53 companies in Mrs. Rotard’s portfolio. The largest investments include Newmont Corp and Viatris, together worth $44.9 billion.
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Monaco Asset Management SAM is based out of Monaco. Their last reported 13F filing for Q2 2024 included $627,291,164 in managed 13F securities and a top 10 holdings concentration of 78.72%. Monaco Asset Management SAM's largest holding is SPDR S&P 500 ETF TRUST with shares held of 529,000.
1. Monaco Asset Management SAM's Hypothetical Growth since 2024-06-30. Monaco Asset Management SAM's Yearly Returns. 1. Monaco SAM. In addition to sector and industry breakdowns, there are holding history and performance-related charts and tables. The SEC filings include form 13F, 13D/G, Form4 and N-PORT.
Founded in 1999, Monaco Asset Management is a leading independent asset management company in the Principality of Monaco and thanks to its highly experienced team, its proprietary software technology, and its client-focused approach, is the benchmark for wealth and portfolio management.
Our Monaco-based team is composed of more than 20 employees with extensive experience and expertise not only in wealth management but also in financial analysis, life insurance, succession planning, and many other themes.
Monaco Asset Management has 5 employees at their 1 location. See insights on Monaco Asset Management including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.
