Global Retirement Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arthur J. Gallagher & Co
AJG
|
+$82.4M |
| 2 |
Apple
AAPL
|
+$37.5M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$30.7M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$29.6M |
| 5 |
Microsoft
MSFT
|
+$24.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Darling Ingredients
DAR
|
+$2.42M |
| 2 |
iShares Silver Trust
SLV
|
+$364K |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$161K |
| 4 |
Invesco Active US Real Estate Fund
PSR
|
+$92.3K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$49.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 10.28% |
| 2 | Technology | 8.21% |
| 3 | Healthcare | 4.34% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Industrials | 2.85% |
Similar funds
Global Retirement Partners's Q1 2022 Portfolio in Review
As of Q1 2022, Global Retirement Partners held 2,852 positions worth $1.27B, up 885% from $129M the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Global Retirement Partners deployed $1.29B of net new capital in Q1 2022, opening 2,580 new positions and adding to 154 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 516,966 shares worth $81.6M.
By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 7.1% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Darling Ingredients, an estimated $2.42M trimmed.
- Global Retirement Partners's largest Q1 2022 buy was Arthur J. Gallagher & Co: 516,966 shares worth $81.6M.
- Global Retirement Partners added most to State Street Energy Select Sector SPDR ETF in Q1 2022, an estimated $4.36M increase.
- Global Retirement Partners's biggest Q1 2022 reduction was Darling Ingredients, cutting an estimated $2.42M.
- Global Retirement Partners fully exited Lazard in Q1 2022, selling an estimated $10K.
- Global Retirement Partners's ten largest holdings make up 24% of its $1.27B portfolio in Q1 2022.
- Global Retirement Partners opened 2,580 new positions and closed 12 in Q1 2022.
- Global Retirement Partners's portfolio value rose 885% quarter-over-quarter to $1.27B.
Based on Global Retirement Partners's 13F filing for Q1 2022, filed 14 Jul 2022.