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Asset Manager ← All Institutions

ASSETMARK, INC

1655 GRANT STREET 10TH FLOOR, CONCORD, CA 94520 • 800-664-5345

Q2 2025 · Filed 2025-08-04
Market Value
$42.3B
+16.3%
Holdings
3,063
+335
New Purchases
506
Added To
1,520
Closed
143
Reduced
679
Top 10 Concentration
28.8%
Turnover
21.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 1.33% 0.16% +1.17% $563M
MGK 6.88% 5.91% +0.97% $2.9B
SHY 1.39% 0.72% +0.67% $588M
VTI 0.76% 0.22% +0.54% $322M
NVDA 2.11% 1.65% +0.46% $891M
MSFT 2.10% 1.74% +0.36% $888M
AVGO 1.11% 0.77% +0.34% $470M
BND 0.72% 0.42% +0.30% $306M
UAL 0.28% 0.06% +0.21% $117M
VEA 0.76% 0.55% +0.21% $321M
BWZ 0.20% 0.00% +0.20% $84M
IGF 0.20% 0.00% +0.20% $83M
EUFN 0.19% 0.00% +0.19% $82M
META 1.47% 1.29% +0.18% $624M
DYNF 0.21% 0.03% +0.18% $87M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIL 0.65% 1.84% -1.18% $277M
MGV 4.71% 5.25% -0.54% $2.0B
HYG 1.15% 1.59% -0.44% $486M
TLT 0.05% 0.42% -0.38% $19M
EMB 0.11% 0.42% -0.32% $45M
AAPL 1.37% 1.61% -0.24% $581M
VRIG 0.01% 0.24% -0.23% $5M
IAI 0.00% 0.22% -0.22% $1M
MINT 1.84% 2.04% -0.20% $779M
GOVT 1.22% 1.39% -0.17% $517M
VTV 0.60% 0.75% -0.15% $253M
VOE 1.66% 1.81% -0.15% $701M
QLTA 0.05% 0.19% -0.15% $20M
FXI 0.00% 0.14% -0.14% $96K
SPDW 0.15% 0.28% -0.13% $63M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 69.2%
Technology 10.4%
Communication Services 5.3%
Healthcare 3.6%
Consumer Cyclical 3.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $10.7B 25.2%
Large Cap 1,053 $26.8B 63.3%
Mid Cap 1,061 $3.8B 9.0%
Small Cap 681 $911M 2.2%
Micro Cap 188 $128M 0.3%

Portfolio Analytics

Avg Market Cap
$36.9B
Median Market Cap
$5.6B
Avg P/E
31.5
Median P/E
20.8
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
1,955
# ETFs / Funds
1,108

Top Holdings (3,063 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MGK 6.88% 7,944,594 $2.9B $366.17 $762M +227,615 +3.0%
2 MGV 4.71% 15,182,180 $2.0B $131.20 $84M +377,584 +2.5%
3 VOO 4.38% 3,261,402 $1.9B $568.03 $232M +108,745 +3.5%
4 NVDA 2.11% 5,639,595 $891M $157.99 $291M +105,497 +1.9%
5 MSFT 2.10% 1,785,505 $888M $497.41 $257M +104,450 +6.2%
6 VBR 2.01% 4,360,477 $850M $195.01 $73M +185,712 +4.5%
7 MINT 1.84% 7,746,618 $779M $100.53 $36M +361,969 +4.9%
8 VOE 1.66% 4,264,948 $701M $164.46 $43M +161,894 +4.0%
9 VOT 1.65% 2,458,167 $699M $284.39 $116M +75,684 +3.2%
10 IEFA 1.50% 7,582,462 $633M $83.48 $74M +193,517 +2.6%
11 META 1.47% 844,946 $624M $738.09 $154M +30,534 +3.8%
12 SHY 1.39% 7,098,025 $588M $82.86 $325M +3,917,307 +123.2%
13 AAPL 1.37% 2,830,002 $581M $205.17 -$4M +198,022 +7.5%
14 IVV 1.33% 907,365 $563M $620.90 $505M +803,649 +774.9%
15 IEMG 1.24% 8,771,815 $527M $60.03 $38M -281,959 -3.1%
16 GOVT 1.22% 22,476,986 $517M $22.98 $9M +414,649 +1.9%
17 JNK 1.16% 5,066,020 $493M $97.27 $39M +309,551 +6.5%
18 HYG 1.15% 6,021,830 $486M $80.65 -$93M -1,319,440 -18.0%
19 AVGO 1.11% 1,703,487 $470M $275.65 $191M +39,466 +2.4%
20 SHYG 1.06% 10,397,272 $449M $43.14 $24M +424,368 +4.3%
21 MTUM 1.05% 1,855,684 $446M $240.32 $80M +42,864 +2.4%
22 VBK 1.01% 1,540,575 $427M $276.94 $45M +26,026 +1.7%
23 GOOGL 1.00% 2,409,099 $425M $176.23 $64M +75,665 +3.2%
24 VMBS 0.94% 8,614,281 $399M $46.34 $15M +321,293 +3.9%
25 USIG 0.88% 7,219,117 $371M $51.44 $6M +64,606 +0.9%
26 IGIB 0.82% 6,509,246 $347M $53.29 $46M +788,521 +13.8%
27 AMZN 0.81% 1,559,745 $342M $219.39 $4M -219,313 -12.3%
28 VTI 0.76% 1,059,390 $322M $303.93 $242M +769,314 +265.2%
29 VEA 0.76% 5,623,089 $321M $57.01 $120M +1,686,943 +42.9%
30 T 0.73% 10,633,313 $308M $28.94 $18M +387,799 +3.8%
31 BND 0.72% 4,160,401 $306M $73.63 $152M +2,060,045 +98.1%
32 IEI 0.72% 2,546,361 $303M $119.09 $32M +250,180 +10.9%
33 MUB 0.69% 2,782,299 $291M $104.48 $54K +25,848 +0.9%
34 BNDX 0.67% 5,742,153 $284M $49.51 $12M +162,686 +2.9%
35 VST 0.66% 1,448,937 $281M $193.81 $87M -203,586 -12.3%
36 BIL 0.65% 3,015,871 $277M $91.73 -$392M -4,269,100 -58.6%
37 VTV 0.60% 1,433,086 $253M $176.74 -$21M -153,204 -9.7%
38 PG 0.58% 1,528,923 $244M $159.32 -$3M +81,411 +5.6%
39 VXF 0.56% 1,233,081 $238M $192.71 $34M +50,651 +4.3%
40 VUG 0.53% 514,034 $225M $438.40 $32M -8,248 -1.6%
41 LQD 0.53% 2,041,487 $224M $109.61 $2M +1,457 +0.1%
42 JPM 0.49% 712,279 $206M $289.91 $50M +73,417 +11.5%
43 UTHR 0.49% 715,834 $206M $287.35 $46M +197,384 +38.1%
44 SPLG 0.48% 2,822,093 $205M $72.69 $39M +292,457 +11.6%
45 SYF 0.46% 2,932,150 $196M $66.74 $34M -119,010 -3.9%
46 TLH 0.45% 1,885,240 $192M $101.60 $4M +73,146 +4.0%
47 FOXA 0.44% 3,300,529 $185M $56.04 $74M +1,348,872 +69.1%
48 AFL 0.41% 1,652,500 $174M $105.46 $4M +124,706 +8.2%
49 SCHX 0.41% 7,070,345 $173M $24.44 $19M +94,012 +1.4%
50 SPIB 0.40% 5,025,502 $169M $33.58 $5M +108,164 +2.2%
51 USMV 0.39% 1,746,262 $164M $93.87 $10M +103,240 +6.3%
52 VZ 0.36% 3,568,002 $154M $43.27 $9M +353,541 +11.0%
53 RE 0.36% 446,569 $152M $339.85 $4M +39,346 +9.7%
54 MMC 0.35% 684,512 $150M $218.64 -$11M +26,360 +4.0%
55 MO 0.35% 2,534,031 $149M $58.63 $12M +264,923 +11.7%
56 TIP 0.34% 1,304,696 $144M $110.04 $4M +50,824 +4.0%
57 SFM 0.32% 826,550 $136M $164.64 $26K -64,809 -7.3%
58 IEUR 0.31% 1,977,837 $131M $66.20 $22M +168,774 +9.3%
59 SPTL 0.30% 4,774,544 $127M $26.58 $9M +449,599 +10.4%
60 IDEV 0.29% 1,593,378 $121M $76.04 $7M -58,110 -3.5%
61 JIRE 0.29% 1,704,525 $121M $70.77 $24M +192,582 +12.7%
62 UAL 0.28% 1,468,818 $117M $79.63 $95M +1,144,296 +352.6%
63 MA 0.27% 203,623 $114M $561.94 $22M +35,294 +21.0%
64 TSLA 0.27% 356,808 $113M $317.66 $24M +13,801 +4.0%
65 CMCSA 0.27% 3,165,365 $113M $35.69 $12M +438,946 +16.1%
66 TSM 0.26% 488,585 $111M $226.49 $42M +74,574 +18.0%
67 VSS 0.25% 801,554 $108M $134.39 $13M -14,197 -1.7%
68 KLAC 0.25% 120,195 $108M $895.74 $22M -5,670 -4.5%
69 IJR 0.25% 977,507 $107M $109.29 $5M +7,472 +0.8%
70 BLDR 0.25% 903,428 $105M $116.69 -$8M -6,479 -0.7%
71 QCOM 0.25% 653,685 $104M $159.26 $16M +77,008 +13.3%
72 VO 0.24% 363,792 $102M $279.83 $13M +20,143 +5.9%
73 USHY 0.24% 2,682,367 $101M $37.51 $44M +1,157,702 +75.9%
74 ACGL 0.23% 1,088,814 $99M $91.05 $514K +63,423 +6.2%
75 VCIT 0.23% 1,189,740 $99M $82.92 $8M +83,892 +7.6%
76 MBB 0.23% 1,037,313 $97M $93.89 $20M +212,243 +25.7%
77 SCHG 0.22% 3,208,414 $94M $29.21 $14M +39,996 +1.3%
78 FLOT 0.22% 1,827,837 $93M $51.02 -$10M -188,895 -9.4%
79 HIG 0.22% 732,331 $93M $126.87 -$1M -28,007 -3.7%
80 IEF 0.22% 969,956 $93M $95.77 $41M +430,111 +79.7%
81 XLK 0.22% 360,640 $91M $253.23 $17M -1,144 -0.3%
82 INGR 0.21% 644,210 $87M $135.62 $9M +67,364 +11.7%
83 DYNF 0.21% 1,597,693 $87M $54.46 $77M +1,384,944 +651.0%
84 VCRB 0.20% 1,115,767 $87M $77.58 $76M +983,468 +743.4%
85 STIP 0.20% 836,908 $86M $102.91 -$2M -18,480 -2.2%
86 BRK-B 0.20% 176,188 $86M $485.77 $14M +41,510 +30.8%
87 LVHI 0.20% 2,600,468 $85M $32.55 $3M +92,976 +3.7%
88 DFAX 0.20% 2,876,712 $84M $29.37 -$12M -817,438 -22.1%
89 BWZ 0.20% 3,007,707 $84M $28.07 $84M +3,007,608 +3037987.9%
90 DFAC 0.20% 2,355,240 $84M $35.84 -$18M -738,376 -23.9%
91 XOM 0.20% 776,240 $84M $107.80 $4M +108,291 +16.2%
92 IGF 0.20% 1,408,974 $83M $59.20 $83M +1,408,890 +1677250.0%
93 SPHQ 0.20% 1,159,039 $83M $71.26 $973K -71,289 -5.8%
94 EUFN 0.19% 2,595,130 $82M $31.63 +2,595,130 NEW
95 IUSB 0.19% 1,700,347 $79M $46.23 $12M +248,350 +17.1%
96 NRG 0.18% 485,224 $78M $160.58 $7M -255,501 -34.5%
97 VB 0.18% 320,964 $76M $236.98 $11M +29,566 +10.2%
98 VYM 0.18% 569,534 $76M $133.31 -$5M -56,243 -9.0%
99 CFG 0.18% 1,690,454 $76M $44.75 $20M +342,917 +25.4%
100 IGLB 0.18% 1,504,481 $76M $50.21 -$9M -175,770 -10.5%

New Positions

SymbolValue% Port
EUFN $82M 0.19%
EEMA $31M 0.07%
XUDV $21M 0.05%
XIDV $13M 0.03%
IGEB $7M 0.02%
EVSD $6M 0.01%
STOT $4M 0.01%
DFIP $3M 0.01%
DXIV $3M 0.01%
BAI $2M 0.01%
DXUV $2M 0.01%
CGGE $1M —%
CGMM $1M —%
EYE $915K —%
KTOS $848K —%

Sold Out Positions

SymbolValue% Port
BGR —%
PDI —%
WNC —%
FINV —%
CODI —%
AMN —%
SSTK —%
TALO —%
DSL —%
DAVA —%
ASPN —%
DNP —%
AESI —%
FBRT —%
ENR —%
View SEC EDGAR Filings for ASSETMARK, INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms