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Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen — Institutional Investor Profile | Buyside Digest

Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen

Institutional Investor • Virtus Silvant Mid-Cap Growth Fund

Value

$3.0B

Stocks

250 Stocks (250 new)

Turnover

N/A

CIK

0001738728EDGAR ↗

Website ↗

Top Holdings

NVDA(15.91%) GOOGL(11.14%) MSFT(6.59%) AAPL(4.60%) META(4.44%)

About Investor

The fund is managed by a three-person team led by Michael A. Sansoterra, who serves as Chief Investment Officer, Managing Director, and Senior Portfolio Manager with investment management experience since 1996. Sandeep Bhatia, Ph.D., CFA, serves as Managing Director and Senior Portfolio Manager with experience since 2000 and is a Chartered Financial Analyst charterholder. Sowmdeb Sen, Ph.D., serves as Managing Director. The team has worked together since 2007 and averages more than 20 years of industry experience. All members of the investment team are personally invested in the firm's strategies alongside their clients. The firm was established in 2008 as a subsidiary of Virtus Investment Partners.

Investor Philosophy

Investment philosophy details pending verification.

Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NVDA	None	NVIDIA Corporation	Information Technology	$786216.5M	15.9%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$550663.4M	11.1%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$325659.6M	6.6%	No Change
AAPL	None	Apple Inc.	Information Technology	$227194.3M	4.6%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$219189.5M	4.4%	No Change
LLY	None	Eli Lilly and Company	Health Care	$219072.8M	4.4%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$210737.4M	4.3%	No Change
V	None	Visa Inc.	Financials	$163724.6M	3.3%	No Change
GE	None	General Electric Co.	Industrials	$145660.6M	3.0%	No Change
GEV	None	GE Vernova Inc.	Industrials	$144998.3M	2.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology59.7%

Industrials9.2%

Communication Services7.6%

Health Care7.5%

Consumer Discretionary7.5%

Sector	Stocks	Value	Exposure
Information Technology	58	$2952349.3M	59.7%
Industrials	40	$454250.6M	9.2%
Communication Services	9	$373535.0M	7.6%
Health Care	29	$371762.8M	7.5%
Consumer Discretionary	22	$368371.1M	7.5%
Financials	28	$262878.6M	5.3%
Materials	6	$51163.8M	1.0%
General	22	$31723.5M	0.6%
Consumer Staples	9	$30133.8M	0.6%
Technology	2	$12800.7M	0.3%
Energy	11	$12598.5M	0.3%
Utilities	8	$6718.7M	0.1%
Real Estate	5	$4161.0M	0.1%
Consumer Cyclical	1	$2758.6M	0.1%