Portfolio Holdings & Fund Performance - W.H. Cornerstone Investments Inc.

List of top 200 securities held by W.H. Cornerstone Investments Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q4
Total Holdings: 116
Assets Under Management (AUM) :
$115,198,766 ($115.2M)
Reporting Manager: William Harris
Address:

13 TREMONT STREET
KINGSTON, MA 02364

Since : total money flow = , gains and losses =
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