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GF

Genworth Financial Portfolio holdings

AUM $486M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
-1.06%
1 Year Est. Return
+19.32%
3 Year Est. Return
+64.01%
5 Year Est. Return
+73.19%
10 Year Est. Return
AUM
$3.2B
AUM Growth
Cap. Flow
+$3.27B
Cap. Flow %
102.17%
Top 10 Hldgs %
40.19%
Holding
392
New
391
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 1.97%
2 Energy 1.57%
3 Financials 1.54%
4 Healthcare 1.27%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLY
51
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$14.9M 0.46%
+342,918
New +$14.6M
DVY icon
52
iShares Select Dividend ETF
DVY
$23.6B
$14.5M 0.45%
+226,757
New +$14.7M
DHS icon
53
WisdomTree US High Dividend Fund
DHS
$1.57B
$14M 0.44%
+270,038
New +$14.2M
SPIP icon
54
State Street SPDR Portfolio TIPS ETF
SPIP
$999M
$13.3M 0.42%
+479,856
New +$14.2M
VSS icon
55
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$12.6M 0.39%
+141,433
New +$13.3M
AGZ icon
56
iShares Agency Bond ETF
AGZ
$563M
$12.4M 0.39%
+112,273
New +$12.7M
VWO icon
57
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$12.2M 0.38%
+314,937
New +$13.2M
BLV icon
58
Vanguard Long-Term Bond ETF
BLV
$5.71B
$12.1M 0.38%
+141,845
New +$12.9M
GXC icon
59
State Street SPDR S&P China ETF
GXC
$476M
$12M 0.38%
+187,524
New +$12.9M
VMBS icon
60
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$11.8M 0.37%
+230,458
New +$12M
SPIB icon
61
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$10.4M 0.32%
+308,769
New +$10.7M
ACWX icon
62
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$10.3M 0.32%
+253,117
New +$10.9M
SJR
63
DELISTED
Shaw Communications Inc.
SJR
$9.64M 0.3%
+401,198
New +$9.17M
VEA icon
64
Vanguard FTSE Developed Markets ETF
VEA
$230B
$9.39M 0.29%
+263,869
New +$9.86M
VNQ icon
65
Vanguard Real Estate ETF
VNQ
$39.3B
$9.34M 0.29%
+135,963
New +$9.88M
PZA icon
66
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$9.28M 0.29%
+388,311
New +$9.78M
ENB icon
67
Enbridge
ENB
$118B
$9.27M 0.29%
+220,426
New +$9.94M
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$9.13M 0.29%
+237,204
New +$9.84M
GLD icon
69
SPDR Gold Trust
GLD
$131B
$9.11M 0.28%
+76,439
New +$10.5M
BCE icon
70
BCE
BCE
$20.3B
$8.52M 0.27%
+207,684
New +$9.41M
IGF icon
71
iShares Global Infrastructure ETF
IGF
$10.9B
$8.5M 0.27%
+241,433
New +$9.04M
GWX icon
72
State Street SPDR S&P International Small Cap ETF
GWX
$874M
$8.44M 0.26%
+292,503
New +$8.86M
IRY
73
DELISTED
SPDR S&P International Health Care Sector
IRY
$8.34M 0.26%
+210,070
New +$8.51M
VTI icon
74
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$8.33M 0.26%
+100,786
New +$8.36M
TU icon
75
Telus
TU
$15B
$8.05M 0.25%
+551,730
New +$9.56M

Similar funds

Genworth Financial's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Genworth Financial, which disclosed 392 positions worth $3.2B. Its ten largest holdings account for 40% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 2,709,288 shares worth $435M.

By sector, the portfolio is most concentrated in Industrials at 2% of assets, followed by Energy and Financials.

  • Genworth Financial's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 2,709,288 shares worth $435M.
  • Genworth Financial's ten largest holdings make up 40% of its $3.2B portfolio in Q2 2013.
  • Genworth Financial disclosed 392 positions in Q2 2013, its first 13F filing on record.

Based on Genworth Financial's 13F filing for Q2 2013, filed 13 Aug 2013.