Virtus Convertible Fund Class A (ANZAX) is a Convertibles fund with $2.70 Billion in assets. The fund allocates 15.46% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Wells Fargo Co at 2.44% of total assets. This is followed by Welltower OP LLC (2.21%) and PGE Corp (2.11%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Wells Fargo Co | 2.44% | - | - |
| Welltower OP LLC | 2.21% | - | - |
| PGE Corp | 2.11% | - | - |
| Royal Caribbean Cruises Ltd | None | - | - |
| Affirm Holdings Inc | 1.97% | - | - |
| Southern Co/The | 1.52% | - | - |
| Coinbase Global Inc | 1.63% | - | - |
| Uber Technologies Inc | 1.63% | - | - |
| Palo Alto Networks Inc | None | - | - |
| Western Digital Corp | 1.95% | - | - |
| Zillow Group Inc | 1.70% | - | - |
| NextEra Energy Capital Holdings Inc | 1.67% | - | - |
| MicroStrategy Inc | 1.81% | - | - |
| Boeing Co/The | 2.74% | - | - |
| Live Nation Entertainment Inc | 2.13% | - | - |
| Lumentum Holdings Inc | 1.88% | - | - |
| Liberty Broadband Corp | 1.70% | - | - |
| Bloom Energy Corp | 1.84% | - | - |
| BlackRock Liquidity FedFund | 1.69% | - | - |
| Alnylam Pharmaceuticals Inc | 1.56% | - | - |