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PAS

Park Avenue Securities Portfolio holdings

AUM $16B
1-Year Est. Return 26.77%
This Fund
S&P 500
This Quarter Est. Return
+2.19%
1 Year Est. Return
+26.77%
3 Year Est. Return
+71.01%
5 Year Est. Return
+71.45%
10 Year Est. Return
+187.53%
AUM
$916M
AUM Growth
+$693M
Cap. Flow
+$687M
Cap. Flow %
75.04%
Top 10 Hldgs %
53.6%
Holding
218
New
167
Increased
22
Reduced
21
Closed
8
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RF icon
201
Regions Financial
RF
$26.3B
$161K 0.02%
10,833
+166
+2% +$2.34K
AOD
202
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
$150K 0.02%
+17,516
New +$150K
BDJ icon
203
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$138K 0.02%
+16,124
New +$140K
BOE icon
204
BlackRock Enhanced Global Dividend Trust
BOE
$662M
$137K 0.02%
+10,544
New +$138K
ITUB icon
205
Itaú Unibanco
ITUB
$91.3B
$137K 0.02%
+24,606
New +$138K
IBN icon
206
ICICI Bank
IBN
$106B
$117K 0.01%
13,565
+2,028
+18% +$17.1K
SMFG icon
207
Sumitomo Mitsui Financial
SMFG
$166B
$105K 0.01%
+13,266
New +$98.6K
OCLR
208
DELISTED
Oclaro Inc.
OCLR
$103K 0.01%
10,887
-28
-0.3% -$253
USA icon
209
Liberty All-Star Equity Fund
USA
$1.75B
$79K 0.01%
+13,744
New +$76.3K
EOD
210
Allspring Global Dividend Opportunity Fund
EOD
$276M
$73K 0.01%
+12,226
New +$74.8K
ABEV icon
211
Ambev
ABEV
$47.3B
-13,284
Closed -$77K
FANG icon
212
Diamondback Energy
FANG
$57.6B
-2,148
Closed -$224K
FTC icon
213
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
-4,262
Closed -$224K
KKR icon
214
KKR & Co
KKR
$89.2B
-10,856
Closed -$195K
VAW icon
215
Vanguard Materials ETF
VAW
$3B
-8,881
Closed -$1.05M
XLB icon
216
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
-29,272
Closed -$764K
XLF icon
217
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
-37,232
Closed -$882K
VGR
218
DELISTED
Vector Group Ltd.
VGR
-16,574
Closed -$210K

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Park Avenue Securities's Q2 2017 Portfolio in Review

As of Q2 2017, Park Avenue Securities held 218 positions worth $916M, up 311% from $223M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Park Avenue Securities deployed $687M of net new capital in Q2 2017, opening 167 new positions and adding to 22 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 1,613,066 shares worth $87.9M.

By sector, the portfolio is most concentrated in Healthcare at 0.9% of assets, up from 0.12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX, an estimated $3.15M trimmed.

  • Park Avenue Securities's largest Q2 2017 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 1,613,066 shares worth $87.9M.
  • Park Avenue Securities added most to iShares Currency Hedged MSCI EAFE ETF in Q2 2017, an estimated $25.2M increase.
  • Park Avenue Securities's biggest Q2 2017 reduction was PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX, cutting an estimated $3.15M.
  • Park Avenue Securities fully exited Vanguard Materials ETF in Q2 2017, selling an estimated $1.05M.
  • Park Avenue Securities's ten largest holdings make up 54% of its $916M portfolio in Q2 2017.
  • Park Avenue Securities opened 167 new positions and closed 8 in Q2 2017.
  • Park Avenue Securities's portfolio value rose 311% quarter-over-quarter to $916M.

Based on Park Avenue Securities's 13F filing for Q2 2017, filed 26 Jul 2017.