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VF

Virtu Financial Portfolio holdings

AUM $2.41B
1-Year Est. Return 48.35%
This Fund
S&P 500
This Quarter Est. Return
+3.77%
1 Year Est. Return
+48.35%
3 Year Est. Return
+116.81%
5 Year Est. Return
+139.6%
10 Year Est. Return
AUM
$999M
AUM Growth
-$25.7M
Cap. Flow
-$68.8M
Cap. Flow %
-6.89%
Top 10 Hldgs %
41.89%
Holding
373
New
114
Increased
66
Reduced
62
Closed
127

Sector Composition

Rank Sector Weight
1 Financials 4.47%
2 Technology 3.87%
3 Communication Services 2.02%
4 Consumer Discretionary 0.59%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USB icon
226
US Bancorp
USB
$99.8B
$240K 0.02%
+5,936
New +$228K
ALXN
227
DELISTED
Alexion Pharmaceuticals
ALXN
$234K 0.02%
+1,758
New +$211K
VRTX icon
228
Vertex Pharmaceuticals
VRTX
$133B
$233K 0.02%
+3,131
New +$218K
VAW icon
229
Vanguard Materials ETF
VAW
$3.09B
$226K 0.02%
+2,186
New +$217K
ILMN icon
230
Illumina
ILMN
$29B
$224K 0.02%
+2,083
New +$191K
PM icon
231
Philip Morris
PM
$290B
$217K 0.02%
+2,493
New +$218K
TFC icon
232
Truist Financial
TFC
$63.3B
$216K 0.02%
+5,797
New +$200K
VONV icon
233
Vanguard Russell 1000 Value ETF
VONV
$22B
$215K 0.02%
+5,224
New +$207K
T icon
234
AT&T
T
$165B
$213K 0.02%
+8,019
New +$211K
JPM icon
235
JPMorgan Chase
JPM
$953B
$208K 0.02%
3,562
-13,533
-79% -$741K
IVE icon
236
iShares S&P 500 Value ETF
IVE
$49.9B
$207K 0.02%
+2,420
New +$199K
XLY icon
237
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$203K 0.02%
6,076
-13,752
-69% -$438K
PG icon
238
Procter & Gamble
PG
$339B
$202K 0.02%
+2,485
New +$202K
JPNS
239
DELISTED
DIREXION DAILY JAPAN BEAR 3X SHARES ETF
JPNS
$201K 0.02%
+7,847
New +$220K
PSLV icon
240
Sprott Physical Silver Trust
PSLV
$13.7B
$114K 0.01%
+15,006
New +$124K
RF icon
241
Regions Financial
RF
$26.7B
$111K 0.01%
+11,191
New +$108K
FTR
242
DELISTED
Frontier Communications Corp.
FTR
$109K 0.01%
+1,563
New +$107K
WIN
243
DELISTED
Windstream Holdings Inc
WIN
$100K 0.01%
+1,601
New +$104K
HBAN icon
244
Huntington Bancshares
HBAN
$35.4B
$99K 0.01%
+10,216
New +$91.8K
SNV
245
DELISTED
Synovus
SNV
$43K ﹤0.01%
+1,695
New +$39.9K
MXT
246
DELISTED
MAXCOM TELECOMUNICACIONES S A DE C V SPONSORED ADR REP (MX)
MXT
$28K ﹤0.01%
+17,252
New +$32.5K
AGQ icon
247
ProShares Ultra Silver
AGQ
$1.48B
-46,601
Closed -$3.74M
AIG icon
248
American International
AIG
$40.6B
-6,129
Closed -$298K
ALK icon
249
Alaska Air
ALK
$5.32B
-6,700
Closed -$210K
AMZN icon
250
CALL
Amazon
AMZN
$2.99T
-44,000
Closed -$688K

Similar funds

Virtu Financial's Q4 2013 Portfolio in Review

As of Q4 2013, Virtu Financial held 373 positions worth $999M, down 2.5% from $1.03B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Virtu Financial withdrew a net $68.8M in Q4 2013, closing 127 positions and reducing 62 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $163M position sold in full.

By sector, the portfolio is most concentrated in Financials at 4.5% of assets, down from 6.9% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Virtu Financial opened a new position in iShares Russell 1000 Growth ETF worth $53.9M.

  • Virtu Financial's largest Q4 2013 buy was iShares Russell 1000 Growth ETF: 2,508,572 shares worth $53.9M.
  • Virtu Financial added most to State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013, an estimated $35.8M increase.
  • Virtu Financial's biggest Q4 2013 reduction was iShares Russell 1000 Value ETF, cutting an estimated $44.7M.
  • Virtu Financial fully exited State Street SPDR S&P 500 ETF Trust in Q4 2013, selling an estimated $163M.
  • Virtu Financial's ten largest holdings make up 42% of its $999M portfolio in Q4 2013.
  • Virtu Financial opened 114 new positions and closed 127 in Q4 2013.
  • Virtu Financial's portfolio value fell 2.5% quarter-over-quarter to $999M.

Based on Virtu Financial's 13F filing for Q4 2013, filed 14 Feb 2014.