VS

Virtus SGA Global Growth Fund | SGAPX

Mutual Fund
VIRTUS EQUITY TRUST
Last update 2025-06-20 31 Stocks (1 new)
Value $235.00 Mil Turnover 7 %
Countries:
Top Holdings: AMZN(6.25%)MSFT(5.73%)V(5.25%)INTU(4.48%)UNH(4.13%)
Summary Stock Picks Current Portfolio
Virtus SGA Global Growth 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
AMZN
Amazon.com Inc
77,339
14,714.5
+2.53%
6.250
+0.15%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
MSFT
Microsoft Corp
35,948
13,494.5
+0.19%
5.730
+0.01%
0.000
+35.37%
+20.48%
3,759,901.0
Software
V
Visa Inc
35,300
12,371.2
-13.55%
5.250
-0.63%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
INTU
Intuit Inc
17,161
10,536.7
-4.00%
4.480
-0.16%
0.010
+30.37%
+24.06%
216,462.9
Software
UNH
UnitedHealth Group Inc
18,574
9,728.1
-3.77%
4.130
-0.13%
0.000
-31.16%
-41.52%
265,347.7
Healthcare Plans
META
Meta Platforms Inc
16,491
9,504.8
-0.94%
4.040
-0.03%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
HDB
HDFC Bank Ltd
141,959
9,431.8
-19.65%
4.010
-0.80%
0.010
+10.33%
+24.89%
201,768.3
Banks
TPE:2330
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
298,754
8,413.8
+17.97%
3.570
+0.54%
0.000
+31.71%
+7.46%
29,303,855.5
Semiconductors
SPGI
S&P Global Inc
16,424
8,345.0
-17.34%
3.540
-0.62%
0.010
+12.00%
+5.93%
161,210.9
Capital Markets
SNPS
Synopsys Inc
19,395
8,317.5
0%
3.530
0%
0.010
+45.52%
+26.59%
113,694.5
Software

Virtus SGA Global Growth Fund's Historical Top Holdings Breakdowns

Virtus SGA Global Growth 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
MSCI
MSCI Inc
2025-03-31
Sold Out
Sold Out
-2.55%
●
541.46 ($581.29) 628.34
$530.86
-8.68%
Sold Out
0
-11,821
ADSK
Autodesk Inc
2025-03-31
Sold Out
Sold Out
-2.09%
●
246.93 ($284.41) 311.36
$300.98
5.83%
Sold Out
0
-19,671
BKK:CPALL-F
CP All PCL
2025-03-31
Sold Out
Sold Out
-2.04%
●
49.25 (฿54.09) 88.75
฿47.00
-13.11%
Sold Out
0
-3,479,829
ARM
ARM Holdings PLC
2025-03-31
New Buy
New Buy
+1.89%
●
106.79 ($139.45) 179.93
$159.28
14.22%
New holding
41,590
41,590
ALC
Alcon Inc
2025-03-31
Reduce
Reduce
-1.29%
●
82.73 ($89.71) 96.8
$92.22
2.80%
Reduce -36.2%
74,597
-42,323
AON
Aon PLC
2025-03-31
Reduce
Reduce
-1.25%
●
348.44 ($383.42) 409.32
$357.28
-6.82%
Reduce -39.64%
14,785
-9,708
YUM
Yum Brands Inc
2025-03-31
Reduce
Reduce
-1.16%
●
123.25 ($144.05) 162.53
$147.79
2.60%
Reduce -37.44%
40,429
-24,198
LSE:EXPN
Experian PLC
2025-03-31
Add
Add
+1.14%
●
34.26 (£37.12) 40.07
£40.00
7.76%
Add 78.21%
132,354
58,086
INFY
Infosys Ltd
2025-03-31
Add
Add
+1.03%
●
18.06 ($20.76) 22.89
$18.45
-11.13%
Add 54.28%
377,896
132,947
TEAM
Atlassian Corp
2025-03-31
Sold Out
Sold Out
-0.96%
●
208 ($263.86) 322.94
$202.57
-23.23%
Sold Out
0
-11,036

Virtus SGA Global Growth Fund Total Holding History ($B)

To

Virtus SGA Global Growth Fund's Asset Allocation

To

Virtus SGA Global Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Virtus SGA Global Growth Fund's Hypothetical Growth since 2025-03-31

Virtus SGA Global Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Virtus SGA Global Growth Fund's Holdings Heat Map

Size field:

Virtus SGA Global Growth Fund's Holdings Bubble Chart

Virtus SGA Global Growth Fund News

  • 1

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