VIA
Virtus Investment Advisers Portfolio holdings
AUM
$296M
1-Year Est. Return
31.42%
1 Year Est. Return
+31.42%
AUM
$368M
AUM Growth
+$240M
(+188%)
Holding
777
Top Buys
| 1 | +$32.2M | |
| 2 | +$24.6M | |
| 3 | +$19M | |
| 4 |
SMC
Summit Midstream
SMC
|
+$3.67M |
| 5 |
OCCI
OFS Credit Co
OCCI
|
+$2.41M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$2.74M | |
| 3 | +$2.06M | |
| 4 |
Microsoft
MSFT
|
+$2.02M |
| 5 |
Primoris Services
PRIM
|
+$1.86M |
Sector Composition
| 1 | Financials | 24.48% |
| 2 | Healthcare | 11.95% |
| 3 | Technology | 8.6% |
| 4 | Industrials | 8.02% |
| 5 | Energy | 4.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Marcus Corp
MCS
$410M
| – | – |
-10,500
|
|
||
702
MiMedx Group
MDXG
$981M
| – | – |
-34,846
|
|
||
703
Methode Electronics
MEI
$259M
| – | – |
-16,000
|
|
||
704
MetLife
MET
$51.8B
| – | – |
-1,540
|
|
||
705
M/I Homes
MHO
$3.57B
| – | – |
-2,000
|
|
||
706
Marsh & McLennan
MMC
$91.4B
| – | – |
-266
|
|
||
707
3M
MMM
$80.6B
| – | – |
-794
|
|