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Asset Manager ← All Institutions

AlphaCentric Advisors LLC

207 CALLE DE PARQUE ST., SAN JUAN 00912 • 631-629-4907

Q1 2025 · Filed 2025-01-31
Market Value
$0
-100.0%
Holdings
205
-77
New Purchases
0
Added To
0
Closed
205
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 42.3%
Financial Services 26.0%
Industrials 9.7%
Real Estate 8.6%
Technology 6.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $0 0%
Large Cap 114 $0 0%
Mid Cap 31 $0 0%
Small Cap 31 $0 0%
Micro Cap 15 $0 0%

Portfolio Analytics

Avg Market Cap
$96.7B
Median Market Cap
$20.9B
Avg P/E
32.8
Median P/E
23.0
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
164
# ETFs / Funds
41

Top Holdings (205 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ZBH —% -$623K -5,895 -100.0% SOLD
2 ABT —% -$1M -9,333 -100.0% SOLD
3 BDX —% -$892K -3,930 -100.0% SOLD
4 CB —% -$89K -321 -100.0% SOLD
5 AIZ —% -$205K -963 -100.0% SOLD
6 ALL —% -$78K -402 -100.0% SOLD
7 BMY —% -$1M -19,649 -100.0% SOLD
8 AXR —% -$719K -22,899 -100.0% SOLD
9 USPH —% -$479K -5,404 -100.0% SOLD
10 HWM —% -$42K -387 -100.0% SOLD
11 ZTS —% -$400K -2,456 -100.0% SOLD
12 AIG —% -$83K -1,136 -100.0% SOLD
13 AJG —% -$202K -711 -100.0% SOLD
14 PFE —% -$1M -38,807 -100.0% SOLD
15 TRGP —% -$130K -731 -100.0% SOLD
16 BURL —% -$80K -281 -100.0% SOLD
17 HUBS —% -$35K -50 -100.0% SOLD
18 ANET —% -$52K -472 -100.0% SOLD
19 SNOW —% -$22K -140 -100.0% SOLD
20 NCLH —% -$70K -2,734 -100.0% SOLD
21 BRO —% -$190K -1,863 -100.0% SOLD
22 EHC —% -$635K -6,877 -100.0% SOLD
23 FTI —% -$157K -5,415 -100.0% SOLD
24 ABBV —% -$2M -13,018 -100.0% SOLD
25 DHR —% -$958K -4,175 -100.0% SOLD
26 MET —% -$101K -1,237 -100.0% SOLD
27 CAH —% -$67K -564 -100.0% SOLD
28 CE —% -$39K -563 -100.0% SOLD
29 MGM —% -$45K -1,291 -100.0% SOLD
30 WSR —% -$403K -28,470 -100.0% SOLD
31 GNW —% -$937K -134,000 -100.0% SOLD
32 EVH —% -$61K -5,404 -100.0% SOLD
33 CIM —% -$700K -50,000 -100.0% SOLD
34 VZ —% -$400K -10,000 -100.0% SOLD
35 FLNG —% -$1M -52,228 -100.0% SOLD
36 HIG —% -$459K -4,199 -100.0% SOLD
37 GM —% -$100K -1,873 -100.0% SOLD
38 ESTC —% -$29K -288 -100.0% SOLD
39 GMED —% -$2M -24,176 -100.0% SOLD
40 DVA —% -$198K -1,323 -100.0% SOLD
41 TJX —% -$190K -1,571 -100.0% SOLD
42 GXO —% -$39K -908 -100.0% SOLD
43 SYK —% -$619K -1,719 -100.0% SOLD
44 CHE —% -$520K -982 -100.0% SOLD
45 GPK —% -$1M -40,000 -100.0% SOLD
46 CCL —% -$173K -6,932 -100.0% SOLD
47 JPM —% -$407K -1,696 -100.0% SOLD
48 KGC —% -$207K -22,336 -100.0% SOLD
49 EME —% -$78K -172 -100.0% SOLD
50 BFS —% -$1M -30,000 -100.0% SOLD
51 LEN —% -$76K -557 -100.0% SOLD
52 ROK —% -$714K -2,500 -100.0% SOLD
53 BR —% -$204K -904 -100.0% SOLD
54 V —% -$212K -671 -100.0% SOLD
55 SYF —% -$375K -5,766 -100.0% SOLD
56 EW —% -$691K -9,333 -100.0% SOLD
57 SMRT —% -$569K -325,000 -100.0% SOLD
58 TMO —% -$2M -4,175 -100.0% SOLD
59 CI —% -$543K -1,965 -100.0% SOLD
60 VRT —% -$133K -1,167 -100.0% SOLD
61 DAL —% -$381K -6,303 -100.0% SOLD
62 WRB —% -$94K -1,601 -100.0% SOLD
63 PRU —% -$68K -575 -100.0% SOLD
64 PGR —% -$74K -309 -100.0% SOLD
65 MCK —% -$163K -286 -100.0% SOLD
66 AI —% -$344K -10,000 -100.0% SOLD
67 LLY —% -$5M -6,140 -100.0% SOLD
68 PR —% -$185K -12,857 -100.0% SOLD
69 RSG —% -$396K -1,967 -100.0% SOLD
70 NVO —% -$2M -23,334 -100.0% SOLD
71 CRL —% -$272K -1,474 -100.0% SOLD
72 HCA —% -$91K -304 -100.0% SOLD
73 CTO —% -$788K -40,000 -100.0% SOLD
74 KKR —% -$87K -586 -100.0% SOLD
75 MRK —% -$2M -22,597 -100.0% SOLD
76 COST —% -$444K -485 -100.0% SOLD
77 PINE —% -$2M -91,980 -100.0% SOLD
78 NVS —% -$2M -15,719 -100.0% SOLD
79 APH —% -$179K -2,579 -100.0% SOLD
80 URI —% -$112K -159 -100.0% SOLD
81 JNJ —% -$3M -18,176 -100.0% SOLD
82 BSX —% -$2M -18,667 -100.0% SOLD
83 UHS —% -$82K -455 -100.0% SOLD
84 THC —% -$153K -1,213 -100.0% SOLD
85 UNH —% -$4M -7,123 -100.0% SOLD
86 PHM —% -$172K -1,583 -100.0% SOLD
87 L —% -$403K -4,757 -100.0% SOLD
88 RGA —% -$69K -322 -100.0% SOLD
89 RCL —% -$202K -877 -100.0% SOLD
90 DDOG —% -$32K -227 -100.0% SOLD
91 EWTX —% -$275K -10,316 -100.0% SOLD
92 APP —% -$270K -833 -100.0% SOLD
93 BNTX —% -$168K -1,474 -100.0% SOLD
94 DUOL —% -$54K -166 -100.0% SOLD
95 FANG —% -$75K -456 -100.0% SOLD
96 CHTR —% -$73K -213 -100.0% SOLD
97 CME —% -$194K -837 -100.0% SOLD
98 GILD —% -$976K -10,562 -100.0% SOLD
99 ACGL —% -$315K -3,406 -100.0% SOLD
100 CPRT —% -$206K -3,596 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ESTC —%
ABT —%
BDX —%
CB —%
AIZ —%
ALL —%
BMY —%
AXR —%
USPH —%
HWM —%
ZTS —%
AIG —%
GMED —%
ZBH —%
TRGP —%
View SEC EDGAR Filings for AlphaCentric Advisors LLC →

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