VK

Virtus KAR Small-Mid Cap Growth Fund | VCKSX

Mutual Fund
VIRTUS EQUITY TRUST
Last update 2025-02-27 26 Stocks (0 new)
Value $8.00 Mil Turnover 6 %
Countries:
Top Holdings: RYAN(6.52%)HEI.A(5.67%)TYL(4.92%)RTMVY(4.68%)HQY(4.51%)
Summary Stock Picks Current Portfolio
Virtus KAR Small-Mid Cap Growt... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RYAN 		Ryan Specialty Holdings Inc
7,773
498.7
+3.79%
6.520
+0.24%
0.010
+2.67%
+11.17%
9,001.8
Insurance
HEI.A 		Heico Corp
2,332
433.9
+3.74%
5.670
+0.20%
0.000
+10.61%
+25.94%
36,117.6
Aerospace & Defense
TYL 		Tyler Technologies Inc
653
376.6
+3.98%
4.920
+0.19%
0.000
-5.34%
-0.46%
24,753.3
Software
RTMVY 		Rightmove PLC
22,207
358.4
+4.90%
4.680
+0.22%
0.010
+17.82%
+28.11%
7,931.5
Interactive Media
HQY 		HealthEquity Inc
3,598
345.2
+3.93%
4.510
+0.17%
0.000
-1.01%
+8.14%
8,988.8
Healthcare Providers & Services
WST 		West Pharmaceutical Services Inc
1,022
334.8
+3.86%
4.380
+0.16%
0.000
-7.54%
-35.59%
15,133.5
Medical Devices & Instruments
AAON 		AAON Inc
2,754
324.1
+3.92%
4.240
+0.16%
0.000
+30.14%
-18.70%
7,775.3
Construction
FICO 		Fair Isaac Corp
162
322.5
-49.22%
4.220
-4.08%
0.000
-6.61%
-12.53%
42,392.3
Software
CWAN 		Clearwater Analytics Holdings Inc
11,417
314.2
+3.93%
4.110
+0.16%
0.000
-24.67%
-16.90%
6,191.9
Software
NCNO 		Ncino Inc
9,121
306.3
+3.93%
4.000
+0.15%
0.010
-10.51%
-18.82%
3,160.6
Software

Virtus KAR Small-Mid Cap Growth Fund's Historical Top Holdings Breakdowns

Virtus KAR Small-Mid Cap 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
FICO 		Fair Isaac Corp2024-12-31Reduce
-4.08%
●
1913.38 ($2139.44) 2382.4
$1,741.55
-18.60%
Reduce -49.22%
162
-157
CELH 		Celsius Holdings Inc2024-12-31Add
+1.66%
●
25.66 ($29.64) 34.91
$39.18
32.19%
Add 148.69%
8,055
4,816
WMS 		Advanced Drainage Systems Inc2024-12-31Add
+1.16%
●
114.63 ($138.53) 163.52
$110.74
-20.06%
Add 87.05%
1,646
766
RYAN 		Ryan Specialty Holdings Inc2024-12-31Add
+0.24%
●
63.15 ($69.64) 75.4
$71.08
2.07%
Add 3.79%
7,773
284
RTMVY 		Rightmove PLC2024-12-31Add
+0.22%
●
15.26 ($16.31) 17.51
$20.50
25.72%
Add 4.9%
22,207
1,037
HEI.A 		Heico Corp2024-12-31Add
+0.20%
●
184.8 ($201.58) 215.57
$234.21
16.19%
Add 3.74%
2,332
84
TYL 		Tyler Technologies Inc2024-12-31Add
+0.19%
●
576.64 ($604.69) 635.69
$574.01
-5.07%
Add 3.98%
653
25
HQY 		HealthEquity Inc2024-12-31Add
+0.17%
●
78.18 ($93.39) 104.65
$103.76
11.10%
Add 3.93%
3,598
136
WST 		West Pharmaceutical Services Inc2024-12-31Add
+0.16%
●
286.4 ($314.94) 344
$210.64
-33.12%
Add 3.86%
1,022
38
CWAN 		Clearwater Analytics Holdings Inc2024-12-31Add
+0.16%
●
24.92 ($28.43) 32.79
$22.87
-19.56%
Add 3.93%
11,417
432

Virtus KAR Small-Mid Cap Growth Fund Total Holding History ($B)

To

Virtus KAR Small-Mid Cap Growth Fund's Asset Allocation

To

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

  • 1

Virtus KAR Small-Mid Cap Growth Fund's Hypothetical Growth since 2024-12-31

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

Size field:

Virtus KAR Small-Mid Cap Growth Fund's Holdings Bubble Chart

Virtus KAR Small-Mid Cap Growth Fund News

  • 1

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