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SOADOR

State of Alaska Department of Revenue Portfolio holdings

AUM $10.1B
1-Year Est. Return 42.83%
This Fund
S&P 500
This Quarter Est. Return
+2.27%
1 Year Est. Return
+42.83%
3 Year Est. Return
+118.17%
5 Year Est. Return
+152.69%
10 Year Est. Return
+471.25%
AUM
$7.4B
AUM Growth
+$1.45B
Cap. Flow
+$1.34B
Cap. Flow %
18.12%
Top 10 Hldgs %
13.64%
Holding
1,817
New
156
Increased
1,156
Reduced
318
Closed
187

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$57.1M
2
AMZN icon
Amazon
AMZN
+$42.1M
3
AAPL icon
Apple
AAPL
+$33.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.9M
5
JPM icon
JPMorgan Chase
JPM
+$25.1M

Sector Composition

Rank Sector Weight
1 Technology 17.21%
2 Financials 15.02%
3 Healthcare 11.71%
4 Consumer Discretionary 10.51%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BWXT icon
1651
BWX Technologies
BWXT
$15.5B
-11,651
Closed -$607K
BXMT icon
1652
Blackstone Mortgage Trust
BXMT
$2.43B
-38,432
Closed -$1.37M
CACC icon
1653
Credit Acceptance
CACC
$5.99B
-1,272
Closed -$615K
CCEP icon
1654
Coca-Cola Europacific Partners
CCEP
$47.4B
-9,993
Closed -$564K
CCK icon
1655
Crown Holdings
CCK
$13B
-15,125
Closed -$924K
CHH icon
1656
Choice Hotels
CHH
$4.68B
-4,011
Closed -$348K
CIM
1657
Chimera Investment
CIM
$1B
-9,291
Closed -$525K
CNA icon
1658
CNA Financial
CNA
$13.8B
-3,061
Closed -$144K
CNDT icon
1659
Conduent
CNDT
$246M
-20,574
Closed -$197K
CNS icon
1660
Cohen & Steers
CNS
$4.35B
-2,879
Closed -$148K
VISN
1661
Vistance Networks Inc
VISN
$2.69B
-20,617
Closed -$324K
CPA icon
1662
Copa Holdings
CPA
$6.17B
-3,390
Closed -$330K
DELL icon
1663
Dell
DELL
$322B
-32,507
Closed -$836K
DLB icon
1664
Dolby
DLB
$5.75B
-6,758
Closed -$436K
DOCU
1665
DocuSign
DOCU
$11.2B
-9,143
Closed -$454K
DXCM icon
1666
DexCom
DXCM
$34.1B
-40,932
Closed -$1.53M
EAF icon
1667
GrafTech
EAF
$206M
-645
Closed -$74K
EBF icon
1668
Ennis
EBF
$555M
-3,538
Closed -$72K
EQH icon
1669
Equitable Holdings
EQH
$14.2B
-30,176
Closed -$630K
ERIE icon
1670
Erie Indemnity
ERIE
$13.2B
-2,831
Closed -$718K
ESI icon
1671
Element Solutions
ESI
$9.54B
-24,916
Closed -$256K
ESTC icon
1672
Elastic
ESTC
$8.37B
-1,002
Closed -$74K
EXAS
1673
DELISTED
Exact Sciences
EXAS
-14,019
Closed -$1.65M
FCNCA icon
1674
First Citizens BancShares
FCNCA
$25.7B
-842
Closed -$379K
FHB icon
1675
First Hawaiian
FHB
$3.39B
-14,297
Closed -$369K

Similar funds

State of Alaska Department of Revenue's Q3 2019 Portfolio in Review

As of Q3 2019, State of Alaska Department of Revenue held 1,817 positions worth $7.4B, up 24% from $5.95B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

State of Alaska Department of Revenue deployed $1.34B of net new capital in Q3 2019, opening 156 new positions and adding to 1,156 existing holdings. Its largest new stake was Cadence Bancorporation: 98,860 shares worth $1.73M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Annaly Capital Management, an estimated $26.5M trimmed.

  • State of Alaska Department of Revenue's largest Q3 2019 buy was Cadence Bancorporation: 98,860 shares worth $1.73M.
  • State of Alaska Department of Revenue added most to Microsoft in Q3 2019, an estimated $57.1M increase.
  • State of Alaska Department of Revenue's biggest Q3 2019 reduction was Annaly Capital Management, cutting an estimated $26.5M.
  • State of Alaska Department of Revenue fully exited AGNC Investment in Q3 2019, selling an estimated $55.3M.
  • State of Alaska Department of Revenue's ten largest holdings make up 14% of its $7.4B portfolio in Q3 2019.
  • State of Alaska Department of Revenue opened 156 new positions and closed 187 in Q3 2019.
  • State of Alaska Department of Revenue's portfolio value rose 24% quarter-over-quarter to $7.4B.

Based on State of Alaska Department of Revenue's 13F filing for Q3 2019, filed 2 Oct 2019.