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Asset Manager ← All Institutions

Gunma Bank,Ltd.

Q1 2025 · Filed 2025-05-08
Market Value
$310M
+2.5%
Holdings
35
+1
New Purchases
2
Added To
8
Closed
2
Reduced
11
Top 10 Concentration
52.6%
Turnover
11.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 3.80% 0.00% +3.80% $12M
SPY 3.59% 0.00% +3.59% $11M
IEF 8.91% 6.41% +2.50% $28M
NOBL 2.28% 1.02% +1.26% $7M
VTV 2.95% 2.12% +0.82% $9M
SCHD 2.93% 2.12% +0.81% $9M
SPYV 2.90% 2.11% +0.79% $9M
SPYD 1.74% 1.03% +0.72% $5M
SDY 2.85% 2.24% +0.62% $9M
DVY 2.32% 2.12% +0.19% $7M
HDV 2.93% 2.78% +0.15% $9M
SPHD 2.35% 2.31% +0.03% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VDE 0.00% 2.08% -2.08% $0
XLE 0.00% 2.07% -2.07% $0
VYMI 0.95% 2.87% -1.92% $3M
VPU 1.38% 3.06% -1.68% $4M
GNR 1.20% 2.60% -1.40% $4M
DGRO 0.80% 2.13% -1.33% $2M
IDV 1.35% 2.40% -1.05% $4M
IVE 1.23% 2.14% -0.92% $4M
XLU 1.78% 2.68% -0.90% $6M
VLUE 1.72% 2.27% -0.55% $5M
SCHV 1.71% 2.07% -0.36% $5M
VYM 1.87% 2.15% -0.28% $6M
XLP 2.85% 3.12% -0.27% $9M
SHV 6.05% 6.18% -0.13% $19M
SHY 5.46% 5.55% -0.09% $17M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $32M 10.3%
Large Cap 27 $252M 81.1%
Mid Cap 4 $21M 6.6%
Small Cap 1 $6M 2.0%

Portfolio Analytics

Avg Market Cap
$77.0B
Median Market Cap
$20.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.70
# Stocks
0
# ETFs / Funds
35

Top Holdings (35 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEF 8.91% 290,000 $28M $95.37 $8M +80,000 +38.1%
2 VGIT 7.56% 395,000 $23M $59.40 $553K
3 SHV 6.05% 170,000 $19M $110.46 $59K
4 IEI 5.71% 150,000 $18M $118.13 $387K
5 SHY 5.46% 205,000 $17M $82.73 $154K
6 SCHI 4.20% 580,000 $13M $22.46 $226K
7 IGIB 4.06% 240,000 $13M $52.52 $243K
8 IVV 3.80% 21,000 $12M $561.90 +21,000 NEW
9 SPY 3.59% 19,900 $11M $559.40 +19,900 NEW
10 VCIT 3.32% 126,000 $10M $81.76 $188K
11 VTV 2.95% 53,000 $9M $172.74 $3M +15,000 +39.5%
12 SCHD 2.93% 325,000 $9M $27.96 $3M +90,000 +38.3%
13 HDV 2.93% 75,000 $9M $121.12 $664K
14 SPYV 2.90% 176,200 $9M $51.07 $3M +51,200 +41.0%
15 SDY 2.85% 65,300 $9M $135.68 $2M +14,000 +27.3%
16 XLP 2.85% 108,249 $9M $81.67 -$612K -12,000 -10.0%
17 SPIB 2.68% 250,000 $8M $33.24 $120K
18 IGSB 2.65% 157,000 $8M $52.37 $105K
19 SPHD 2.35% 145,000 $7M $50.23 $278K
20 DVY 2.32% 53,600 $7M $134.29 $765K +4,600 +9.4%
21 NOBL 2.28% 69,397 $7M $102.18 $4M +38,397 +123.9%
22 EWA 1.96% 260,000 $6M $23.44 -$110K
23 VYM 1.87% 45,000 $6M $128.96 -$704K -6,000 -11.8%
24 XLU 1.78% 70,199 $6M $78.85 -$3M -37,101 -34.6%
25 SPYD 1.74% 122,394 $5M $44.26 $2M +50,394 +70.0%
26 VLUE 1.72% 50,000 $5M $106.66 -$2M -15,000 -23.1%
27 SCHV 1.71% 199,694 $5M $26.58 -$949K -40,306 -16.8%
28 VPU 1.38% 25,000 $4M $170.80 -$5M -31,624 -55.9%
29 IDV 1.35% 135,000 $4M $31.02 -$3M -130,000 -49.1%
30 IVE 1.23% 20,000 $4M $190.60 -$3M -14,000 -41.2%
31 GNR 1.20% 70,000 $4M $53.26 -$4M -88,000 -55.7%
32 VYMI 0.95% 40,000 $3M $73.70 -$6M -88,000 -68.8%
33 DGRO 0.80% 40,000 $2M $61.78 -$4M -65,000 -61.9%
34 VDE —% -$6M -52,000 -100.0% SOLD
35 XLE —% -$6M -73,000 -100.0% SOLD

New Positions

SymbolValue% Port
IVV $12M 3.80%
SPY $11M 3.59%

Sold Out Positions

SymbolValue% Port
VDE —%
XLE —%
View SEC EDGAR Filings for Gunma Bank,Ltd. →

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