VK
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Virtus KAR Small-Mid Cap Growth Fund | VCKSXMutual Fund | |
| VIRTUS EQUITY TRUST | |
| Last update 2025-06-20 | 27 Stocks (3 new) |
| Value $7.00 Mil | Turnover 9 % |
Virtus KAR Small-Mid Cap Growt... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYAN | Ryan Specialty Holdings Inc | 7,447 | 550.1 | -4.19% | 7.630 | -0.27% | 0.010 | -6.16% | +2.66% | 8,312.8 | Insurance | |
HEI.A | Heico Corp | 2,210 | 466.2 | -5.23% | 6.470 | -0.30% | 0.000 | +28.51% | +33.93% | 38,322.7 | Aerospace & Defense | |
RTMVY | Rightmove PLC | 21,319 | 377.4 | -4.00% | 5.230 | -0.19% | 0.010 | +8.51% | +33.46% | 8,241.3 | Interactive Media | |
TYL | Tyler Technologies Inc | 614 | 357.0 | -5.97% | 4.950 | -0.29% | 0.000 | +0.20% | -2.02% | 24,363.9 | Software | |
HQY | HealthEquity Inc | 3,530 | 311.9 | -1.89% | 4.330 | -0.09% | 0.000 | +16.73% | +1.52% | 8,423.6 | Healthcare Providers & Services | |
VRSK | Verisk Analytics Inc | 1,018 | 303.0 | -2.40% | 4.200 | -0.09% | 0.000 | +2.00% | +8.56% | 41,702.2 | Business Services | |
OLLI | Ollie's Bargain Outlet Holdings Inc | 2,595 | 301.9 | -6.08% | 4.190 | -0.24% | 0.000 | +23.03% | +23.04% | 8,281.7 | Retail - Defensive | |
TDY | Teledyne Technologies Inc | 602 | 299.6 | -0.82% | 4.160 | -0.03% | 0.000 | +20.57% | +19.78% | 26,051.5 | Hardware | |
FICO | Fair Isaac Corp | 149 | 274.8 | -8.02% | 3.810 | -0.34% | 0.000 | -18.22% | -23.07% | 37,282.5 | Software | |
CELH | Celsius Holdings Inc | 7,491 | 266.8 | -7.00% | 3.700 | -0.19% | 0.000 | +17.18% | +68.34% | 11,437.3 | Beverages - Non-Alcoholic |
Virtus KAR Small-Mid Cap Growth Fund's Historical Top Holdings Breakdowns
Virtus KAR Small-Mid Cap Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CWAN | Clearwater Analytics Holdings Inc | 2025-03-31 | Sold Out Sold Out | -4.11% | 25.9 ($28.07) 31.26 | $21.18 | -24.55% | Sold Out | 0 | -11,417 | |
EPAC | Enerpac Tool Group Corp | 2025-03-31 | New Buy New Buy | +3.50% | 40.26 ($44.36) 47.26 | $37.22 | -16.10% | New holding | 5,622 | 5,622 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -3.42% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -1,047 | |
DSGX | The Descartes Systems Group Inc | 2025-03-31 | New Buy New Buy | +3.19% | 96.4 ($110.56) 122.5 | $104.58 | -5.40% | New holding | 2,281 | 2,281 | |
ULS | UL Solutions Inc | 2025-03-31 | New Buy New Buy | +1.61% | 49.14 ($53.09) 57.35 | $70.56 | 32.91% | New holding | 2,055 | 2,055 | |
AAON | AAON Inc | 2025-03-31 | Add Add | +0.53% | 73.52 ($103.13) 136.95 | $76.00 | -26.31% | Add 17.86% | 3,246 | 492 | |
FICO | Fair Isaac Corp | 2025-03-31 | Reduce Reduce | -0.34% | 1695.35 ($1851.88) 2030.47 | $1,531.63 | -17.29% | Reduce -8.02% | 149 | -13 | |
CERT | Certara Inc | 2025-03-31 | Add Add | +0.33% | 9.9 ($12.15) 14.25 | $10.62 | -12.59% | Add 20.64% | 13,907 | 2,379 | |
HEI.A | Heico Corp | 2025-03-31 | Reduce Reduce | -0.30% | 176.89 ($193.77) 215.51 | $248.96 | 28.48% | Reduce -5.23% | 2,210 | -122 | |
TYL | Tyler Technologies Inc | 2025-03-31 | Reduce Reduce | -0.29% | 553.41 ($593.87) 646.74 | $564.98 | -4.86% | Reduce -5.97% | 614 | -39 |
Virtus KAR Small-Mid Cap Growth Fund Total Holding History ($B)
Virtus KAR Small-Mid Cap Growth Fund's Asset Allocation
Virtus KAR Small-Mid Cap Growth 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 Small-Mid Cap Growth Fund's Hypothetical Growth since 2025-03-31
Virtus KAR Small-Mid Cap Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Virtus KAR Small-Mid Cap Growth Fund's Holdings Heat Map
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Virtus KAR Small-Mid Cap Growth Fund's Holdings Bubble Chart
Virtus KAR Small-Mid Cap Growth Fund News
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