VK
| |
Virtus KAR Mid-Cap Core Fund | VMACXMutual Fund | |
| VIRTUS EQUITY TRUST | |
| Last update 2025-06-20 | 29 Stocks (1 new) |
| Value $2.63 Bil | Turnover 4 % |
Virtus KAR Mid-Cap Core Fund Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AME | AMETEK Inc | 957,228 | 164,777.2 | 0% | 6.260 | 0% | 0.410 | +12.44% | -0.24% | 41,373.5 | Industrial Products | |
HEI.A | Heico Corp | 641,487 | 135,334.5 | 0% | 5.140 | 0% | 0.460 | +28.51% | +33.93% | 38,343.8 | Aerospace & Defense | |
HLI | Houlihan Lokey Inc | 826,004 | 133,399.6 | 0% | 5.070 | 0% | 1.180 | +26.43% | +13.20% | 13,628.6 | Capital Markets | |
TDY | Teledyne Technologies Inc | 259,496 | 129,153.8 | 0% | 4.910 | 0% | 0.550 | +20.57% | +19.78% | 26,051.5 | Hardware | |
BRO | Brown & Brown Inc | 896,851 | 111,568.3 | -2.17% | 4.240 | -0.07% | 0.270 | -12.06% | +1.48% | 34,050.3 | Insurance | |
EFX | Equifax Inc | 446,304 | 108,701.8 | 0% | 4.130 | 0% | 0.360 | -2.54% | -6.12% | 29,514.5 | Business Services | |
WAB |
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
| 594,587 | 107,828.4 | -4.18% | 4.100 | -0.18% | 0.350 | +23.52% | +12.05% | 36,260.0 | Transportation | |
LPLA | LPL Financial Holdings Inc | 312,513 | 102,235.5 | -1.92% | 3.880 | -0.07% | 0.390 | +24.80% | +14.85% | 29,939.7 | Capital Markets | |
COO | The Cooper Companies Inc | 1,184,634 | 99,923.9 | -3.18% | 3.800 | -0.13% | 0.590 | -8.47% | -20.56% | 14,570.4 | Medical Devices & Instruments | |
MPWR | Monolithic Power Systems Inc | 171,157 | 99,267.6 | -1.86% | 3.770 | -0.07% | 0.360 | +40.97% | +22.27% | 34,472.6 | Semiconductors |
Virtus KAR Mid-Cap Core Fund's Historical Top Holdings Breakdowns
Virtus KAR Mid-Cap Core Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HLNE | Hamilton Lane Inc | 2025-03-31 | New Buy New Buy | +3.22% | 137.87 ($152.4) 170.18 | $154.27 | 1.23% | New holding | 570,842 | 570,842 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -2.13% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -235,495 | |
LII | Lennox International Inc | 2025-03-31 | Reduce Reduce | -2.01% | 553.05 ($605.45) 666.93 | $619.97 | 2.40% | Reduce -40.17% | 135,993 | -91,297 | |
WST | West Pharmaceutical Services Inc | 2025-03-31 | Add Add | +0.77% | 199.11 ($275.6) 347.87 | $218.90 | -20.57% | Add 28.99% | 404,287 | 90,852 | |
WAB |
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
| 2025-03-31 | Reduce Reduce | -0.18% | 175.5 ($191.76) 209.86 | $211.89 | 10.50% | Reduce -4.18% | 594,587 | -25,922 | |
COO | The Cooper Companies Inc | 2025-03-31 | Reduce Reduce | -0.13% | 77.73 ($89.6) 99.45 | $73.03 | -18.49% | Reduce -3.18% | 1,184,634 | -38,879 | |
POOL | Pool Corp | 2025-03-31 | Reduce Reduce | -0.10% | 314.92 ($339.22) 364.31 | $314.66 | -7.24% | Reduce -2.78% | 276,333 | -7,889 | |
DPZ | Domino's Pizza Inc | 2025-03-31 | Reduce Reduce | -0.08% | 402.33 ($452.3) 489.71 | $480.97 | 6.34% | Reduce -3% | 178,397 | -5,515 | |
BRO | Brown & Brown Inc | 2025-03-31 | Reduce Reduce | -0.07% | 100.54 ($111.74) 124.4 | $103.24 | -7.61% | Reduce -2.17% | 896,851 | -19,858 | |
ROST | Ross Stores Inc | 2025-03-31 | Reduce Reduce | -0.07% | 123.3 ($139.96) 154.95 | $135.76 | -3.00% | Reduce -1.74% | 768,882 | -13,607 |
Virtus KAR Mid-Cap Core Fund Total Holding History ($B)
Virtus KAR Mid-Cap Core Fund's Asset Allocation
Virtus KAR Mid-Cap Core Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Virtus KAR Mid-Cap Core Fund's Hypothetical Growth since 2025-03-31
Virtus KAR Mid-Cap Core Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Virtus KAR Mid-Cap Core Fund's Holdings Heat Map
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Virtus KAR Mid-Cap Core Fund's Holdings Bubble Chart
Virtus KAR Mid-Cap Core Fund News
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