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Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. is an institution based in Hartford, CT led by Daphne Tippens Chisolm, reporting $54.0B in AUM as of Q3 2025 with 32% Financial Services concentration.
PresidentDaphne Tippens Chisolm
- Portfolio Value
- $348.7M
- Positions
- 438
- Top Holding
- APP at 1.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Virtus Investment Advisers, Inc.'s portfolio (7.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $3.6M | 1.02% | -$48.1K Sold | 0.00% 4.9K shares | |
Auto - Manufacturers Consumer Cyclical | $2.5M | 0.72% | +$339.3K Bought | 0.00% 5.6K shares | |
Semiconductors Technology | $2.5M | 0.71% | +$2.5M Bought | 0.00% 18.6K shares | |
Software - Infrastructure Technology | $2.5M | 0.70% | +$2.5M New | 0.00% 17.2K shares | |
Electronic Gaming & Multimedia Technology | $2.4M | 0.70% | +$524.0K Bought | 0.00% 12.1K shares | |
Gold Basic Materials | $2.4M | 0.70% | +$260.1K Bought | 0.00% 28.8K shares | |
Internet Content & Information Communication Services | $2.3M | 0.66% | +$2.3M Bought | 0.00% 9.5K shares | |
Computer Hardware Technology | $2.3M | 0.65% | -$321.0K Sold | 0.00% 15.6K shares | |
Asset Management Financial Services | $2.3M | 0.65% | +$363.5K Bought | — 417.4K shares | |
Asset Management Financial Services | $2.2M | 0.63% | +$2.2M New | 0.13% 129.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Virtus Investment Advisers, Inc.'s latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Virtus Investment Advisers, Inc.
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