Viewpoint Investment Partners Corp 13F annual report
Viewpoint Investment Partners Corp is an investment fund managing more than $131 billion ran by Paula Sexsmith. There are currently 7 companies in Mrs. Sexsmith’s portfolio. The largest investments include Ishares Tr and VanEck ETF Trust, together worth $100 billion.
$131 billion Assets Under Management (AUM)
As of 16th April 2024, Viewpoint Investment Partners Corp’s top holding is 1,096,190 shares of Ishares Tr currently worth over $73.2 billion and making up 56.0% of the portfolio value.
In addition, the fund holds 1,111,100 shares of VanEck ETF Trust worth $27.2 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Ishares Inc worth $26.3 billion and the next is Vanguard Index Fds worth $3.01 billion, with 6,272 shares owned.
Currently, Viewpoint Investment Partners Corp's portfolio is worth at least $131 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Viewpoint Investment Partners Corp
The Viewpoint Investment Partners Corp office and employees reside in Calgary, Alberta, Canada. According to the last 13-F report filed with the SEC, Paula Sexsmith serves as the Chief Compliance Officer at Viewpoint Investment Partners Corp.
Recent trades
In the most recent 13F filing, Viewpoint Investment Partners Corp revealed that it had increased its stake in
Ishares Tr and bought 331,760 additional shares worth around .
On the other hand, there are companies that Viewpoint Investment Partners Corp is getting rid of from its portfolio.
Viewpoint Investment Partners Corp closed its position in Vanguard Index Fds on 23rd April 2024.
It sold the previously owned 207,000 shares for $49.1 billion.
One of the smallest hedge funds
The two most similar investment funds to Viewpoint Investment Partners Corp are Cpr Investments and Gould Capital. They manage $131 billion and $131 billion respectively.
Paula Sexsmith investment strategy
Viewpoint Investment Partners Corp’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Miscellaneous — making up 20.8% of
the total portfolio value.
The fund focuses on investments in the United States as
28.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up 14.3% of the portfolio.
The average market cap of the portfolio companies is close to $414 billion.
The complete list of Viewpoint Investment Partners Corp trades based on 13F SEC filings
These positions were updated on April 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
43.40%
1,096,190
|
$73,207,068,000 | 56.00% |
| Vanguard Index Fds |
Closed
207,000
|
$49,104,540,000 | |
| VanEck ETF Trust |
35.07%
1,111,100
|
$27,233,061,000 | 20.83% |
| Ishares Inc |
58.39%
520,800
|
$26,317,485,000 | 20.13% |
| Vanguard Index Fds |
No change
6,272
|
$3,014,950,000 | 2.31% |
| Liberty Broadband Corp |
No change
6,000
|
$342,720,000 | 0.26% |
| Candian Natural Ressources |
No change
4,000
|
$305,280,000 | 0.23% |
| Alphabet Inc |
No change
2,000
|
$301,860,000 | 0.23% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
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