Name Funds
holding
Growth Growth % Return since
31 Dec ‘13
2001
187 +9 +5% 59.1%
2002
291 +14 +5% 48.8%
2003
104 +5 +5% 44.6%
HSTM icon
2004
HealthStream
HSTM
$630M
125 +6 +5% 34.9%
2005
105 +5 +5% 79.2%
2006
63 +3 +5% 133%
2007
21 +1 +5% 84.9%
2008
21 +1 +5% 53.5%
2009
988 +47 +5% 64.7%
2010
295 +14 +5% 82.8%
WTW icon
2011
Willis Towers Watson
WTW
$29B
253 +12 +5% 157%
2012
401 +19 +5% 69.7%
2013
148 +7 +5% 45.3%
2014
762 +36 +5% 383%
2015
447 +21 +5% 2,265%
2016
64 +3 +5% 66.1%
2017
790 +37 +5% 416%
2018
299 +14 +5% 134%
2019
278 +13 +5% 30.8%
2020
364 +17 +5% 31.3%
2021
514 +24 +5% 493%
2022
493 +23 +5% 1,080%
2023
344 +16 +5% 27.5%
2024
129 +6 +5% 11.5%
2025
86 +4 +5% 68.4%