Titelia

Holdings of Virtus Newfleet Low Duration Core Plus Bond Fund

Virtus Opportunities Trust · Original filing · Compare with another fund · Report an error

Net assets
411.9M $ including 6.3M $ in equities, 1.5 %
Positions
2 in 1 countries
Bond lines
101 from 79 companies
Top ten
1.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Virtus ETF Trust II 167,1044M $0.98 %
2Virtus ETF Trust II 103,0002.2M $0.54 %

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The bonds it holds

79 companies, 101 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co32.6M $0.62 %
2Goldman Sachs Group Inc/The22M $0.48 %
3Morgan Stanley22M $0.48 %
4Bank of America Corp31.9M $0.46 %
5Citigroup Inc21.6M $0.38 %
6Wells Fargo & Co31.4M $0.34 %
7Texas Capital Bancshares Inc21.3M $0.33 %
8Southern Co/The11.1M $0.27 %
9Hexcel Corp11.1M $0.26 %
10US Bancorp21M $0.25 %
11PNC Financial Services Group Inc/The11M $0.25 %
12Universal Health Services Inc11M $0.25 %
13Smith & Nephew PLC1997.7K $0.24 %
14Sonoco Products Co1964.2K $0.23 %
15Royalty Pharma PLC1935.5K $0.23 %
16Meritage Homes Corp1926.5K $0.22 %
17Bank of New York Mellon Corp/The1926.1K $0.22 %
18DENTSPLY SIRONA Inc1876.8K $0.21 %
19Corebridge Financial Inc1876.6K $0.21 %
20Charles Schwab Corp/The1876K $0.21 %
21MSCI Inc1835.6K $0.20 %
22Baxter International Inc1814.4K $0.20 %
23American Express Co3814.2K $0.20 %
24KeyCorp1811.9K $0.20 %
25Tractor Supply Co1811K $0.20 %
26Global Payments Inc1805.3K $0.20 %
27Huntington Bancshares Inc/OH2804.3K $0.20 %
28State Street Corp2803.9K $0.20 %
29Capital One Financial Corp1802.2K $0.19 %
30Toronto-Dominion Bank/The1795.4K $0.19 %
31Ally Financial Inc1787.3K $0.19 %
32Gartner Inc1782K $0.19 %
33Entergy Corp1778.8K $0.19 %
34Broadcom Inc1761.3K $0.18 %
35Enbridge Inc1720.7K $0.18 %
36Vontier Corp1701.6K $0.17 %
37Albertsons Cos Inc2700.4K $0.17 %
38Northern Trust Corp1685.3K $0.17 %
39Flowserve Corp1649.1K $0.16 %
40EPR Properties1644.2K $0.16 %
41HF Sinclair Corp1639.6K $0.16 %
42Oracle Corp2625.9K $0.15 %
43National Grid PLC1625.5K $0.15 %
44Stanley Black & Decker Inc1595.7K $0.14 %
45Block Inc2594.7K $0.14 %
46Truist Financial Corp1573.9K $0.14 %
47Societe Generale SA1572.5K $0.14 %
48CVS Health Corp1572K $0.14 %
49Kyndryl Holdings Inc1567K $0.14 %
50Spire Inc1524.1K $0.13 %
51Newell Brands Inc1517.5K $0.13 %
52Herc Holdings Inc2506.5K $0.12 %
53NiSource Inc1477.1K $0.12 %
54Iron Mountain Inc1461.5K $0.11 %
55Energy Transfer LP2451.2K $0.11 %
56Allstate Corp/The1434.9K $0.11 %
57HA Sustainable Infrastructure Capital Inc1427.5K $0.10 %
58Pilgrim's Pride Corp1410.7K $0.10 %
59Gray Media Inc1403.1K $0.10 %
60Huntington Ingalls Industries, Inc.1397.7K $0.10 %
61Occidental Petroleum Corp1397.3K $0.10 %
62AES Corp/The1391.8K $0.10 %
63Coty Inc1391.7K $0.10 %
64Post Holdings Inc1348.6K $0.08 %
65Builders FirstSource Inc1331.5K $0.08 %
66Barclays PLC1331.2K $0.08 %
67Boeing Co/The1311.4K $0.08 %
68Synchrony Financial1296.6K $0.07 %
69Nexstar Media Group Inc2271.6K $0.07 %
70Fifth Third Bancorp1224.7K $0.05 %
71Tenet Healthcare Corp1222.9K $0.05 %
72Charles River Laboratories International Inc1136.8K $0.03 %
73United Airlines Holdings Inc2112.5K $0.03 %
74Esab Corp150.4K $0.01 %
75Genmab A/S130.8K $0.01 %
76Solstice Advanced Materials Inc124.7K $0.01 %
77Carpenter Technology Corp119.8K $0.00 %
78Acadia Healthcare Co Inc114.9K $0.00 %
79Viatris Inc1288 $0.00 %

Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States26.3M $100.00 %
Cite this page

Titelia. "Holdings of Virtus Newfleet Low Duration Core Plus Bond Fund". https://titelia.com/en/funds/S000055179