Vestmark Advisory Solutions, Inc.

Q4 2021 13F-HR Holdings

Location
Jersey City, NJ
Holdings as of
12/31/2021
Date filed
1/31/2022
Form type
13F-HR
Num holdings
838
Total value ($000)
$1,772,222
Net value change ($000)
+295,697 (20.0%)
New positions
79
Sold out positions
46
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYD 23,949 72.3%
DGRO 19,290 69.4%
IGRO 18,012 56.0%
EMB 9,532 366.8%
MSFT 6,304 25.7%
TLT 6,265 117.0%
XLK 5,936 19.2%
BBUS 5,133 279.7%
UNH 4,558 34.7%
AAPL 4,384 31.7%
Top Reduces (Value $000, Stocks/ETFs)
AAXJ -5,871 -100.0%
SPBO -1,402 -100.0%
WOLF -1,378 -100.0%
LMT -1,306 -38.8%
SE -1,286 -28.2%
IEUS -1,257 -59.4%
COF -1,243 -73.1%
CMCSA -1,225 -13.2%
DUCK CREEK TECHNOLOGIES, INC. -1,161 -37.9%
Mandiant, Inc. -1,046 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type