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Navellier & Associates Portfolio holdings

AUM $960M
1-Year Est. Return 79.37%
This Fund
S&P 500
This Quarter Est. Return
+4.28%
1 Year Est. Return
+79.37%
3 Year Est. Return
+262.34%
5 Year Est. Return
+412.53%
10 Year Est. Return
+2,309.54%
AUM
$2.1B
AUM Growth
Cap. Flow
+$2.08B
Cap. Flow %
99.33%
Top 10 Hldgs %
31.52%
Holding
270
New
270
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
BFH icon
Bread Financial
BFH
+$78.6M
2
V icon
Visa
V
+$72.4M
3
BIIB icon
Biogen
BIIB
+$71.5M
4
COR icon
Cencora
COR
+$69.1M
5
DVA icon
DaVita
DVA
+$67.6M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 26.37%
2 Consumer Staples 11.28%
3 Financials 10.7%
4 Communication Services 10.18%
5 Energy 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GEOS icon
126
Geospace Technologies
GEOS
$94.6M
$798K 0.04%
+11,553
New +$964K
SWI
127
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
$794K 0.04%
+20,447
New +$937K
STX icon
128
Seagate
STX
$194B
$790K 0.04%
+17,630
New +$710K
SBRA icon
129
Sabra Healthcare REIT
SBRA
$5.34B
$766K 0.04%
+29,323
New +$846K
OMAB icon
130
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
$747K 0.04%
+28,533
New +$837K
FIG
131
DELISTED
Fortress Investment Group Llc
FIG
$717K 0.03%
+109,369
New +$741K
CVX icon
132
Chevron
CVX
$392B
$681K 0.03%
+5,758
New +$696K
FBC
133
DELISTED
Flagstar Bancorp, Inc. New
FBC
$676K 0.03%
+48,423
New +$657K
PPO
134
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
$658K 0.03%
+16,327
New +$652K
MAIN icon
135
Main Street Capital
MAIN
$5.06B
$646K 0.03%
+23,331
New +$685K
TWC
136
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$635K 0.03%
+5,646
New +$546K
FJP icon
137
First Trust Japan AlphaDEX Fund
FJP
$249M
$617K 0.03%
+14,794
New +$625K
GCO icon
138
Genesco
GCO
$425M
$579K 0.03%
+8,636
New +$555K
BT
139
DELISTED
BT Group plc (ADR)
BT
$570K 0.03%
+24,262
New +$549K
SIRO
140
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
$567K 0.03%
+8,610
New +$607K
CSCO icon
141
Cisco
CSCO
$457B
$563K 0.03%
+23,119
New +$520K
CSC
142
DELISTED
Computer Sciences
CSC
$561K 0.03%
+30,401
New +$586K
BAX icon
143
Baxter International
BAX
$13.5B
$549K 0.03%
+14,592
New +$559K
CERN
144
DELISTED
Cerner Corp
CERN
$548K 0.03%
+11,392
New +$545K
APC
145
DELISTED
Anadarko Petroleum
APC
$511K 0.02%
+5,946
New +$512K
PG icon
146
Procter & Gamble
PG
$336B
$487K 0.02%
+6,321
New +$496K
AZO icon
147
AutoZone
AZO
$49.2B
$485K 0.02%
+1,144
New +$467K
TT icon
148
Trane Technologies
TT
$100B
$471K 0.02%
+10,621
New +$472K
LBTYK icon
149
Liberty Global Class C
LBTYK
$3.53B
$451K 0.02%
+16,423
New +$460K
MFG icon
150
Mizuho Financial
MFG
$127B
$449K 0.02%
+108,829
New +$457K

Similar funds

Navellier & Associates's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Navellier & Associates, which disclosed 270 positions worth $2.1B. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Bread Financial: 574,007 shares worth $82.9M.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, followed by Consumer Staples and Financials.

  • Navellier & Associates's largest Q2 2013 buy was Bread Financial: 574,007 shares worth $82.9M.
  • Navellier & Associates's ten largest holdings make up 32% of its $2.1B portfolio in Q2 2013.
  • Navellier & Associates disclosed 270 positions in Q2 2013, its first 13F filing on record.

Based on Navellier & Associates's 13F filing for Q2 2013, filed 3 Jul 2013.