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Steven F. Rocco — Institutional Investor Profile | Buyside Digest

Steven F. Rocco

Institutional Investor • Lord Abbett High Yield Fund

Value

$337M

Stocks

37 Stocks

Turnover

0.0%

CIK

0000898031EDGAR ↗

Website ↗

Top Holdings

SMH(13.67%) QQQ(10.22%) NVDA(7.10%) GLD(7.07%) SLYG(6.21%)

About Investor

The fund is managed by three experienced portfolio managers: Steven F. Rocco, CFA, Partner and Co-Head of Taxable Fixed Income with 25 years of experience, who joined Lord Abbett in 2004 and holds a BA from Cornell University; Robert A. Lee, Partner and Co-Head of Taxable Fixed Income, who joined in 1997 and earned a BS in economics from Wharton School; and Christopher Gizzo, CFA, Partner and Deputy Director of Leveraged Credit with 18 years of experience. The team benefits from over 50 years of high-yield investing experience and is driven by a collaborative investment approach that applies a disciplined methodology supported by 87 investment professionals averaging 18 years of industry experience.

Investor Philosophy

Investment philosophy details pending verification.

Steven F. Rocco Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SMH	None	VanEck Semiconductor ETF	General	$9.0M	13.7%	No Change
QQQ	None	INVESCO QQQ TR	General	$6.7M	10.2%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$4.7M	7.1%	No Change
GLD	None	SPDR Gold Shares	General	$4.7M	7.1%	No Change
SLYG	None	SPDR SERIES TRUST	Industrials	$4.1M	6.2%	No Change
AAPL	None	Apple Inc.	Information Technology	$3.5M	5.3%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$2.2M	3.4%	No Change
COST	None	Costco	Consumer Staples	$2.1M	3.3%	No Change
HD	None	Home Depot	Consumer Discretionary	$2.1M	3.1%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$1.9M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
XHBSPDR SERIES TRUST	$4090.5M	-100.0%	0.0%	Sold Out
FVFIRST TR EXCHANGE TRADED FD	$1045.2M	-100.0%	0.0%	Sold Out
OMABGrupo Aeroportuario del Centro Norte	$546.0M	-100.0%	0.0%	Sold Out
XRTSPDR SERIES TRUST	$4.1M	-100.0%	0.0%	Sold Out
VGTVanguard Information Technology ETF	$2.1M	-100.0%	0.0%	Sold Out
SKYYFIRST TR EXCHANGE TRADED FD	$1.0M	-100.0%	0.0%	Sold Out
PHOINVESCO EXCHANGE TRADED FD T	$876K	-100.0%	0.0%	Sold Out
XLEXLE ETF	$841K	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General43.3%

Information Technology18.9%

Industrials16.9%

Consumer Discretionary7.8%

Consumer Staples5.7%

Sector	Stocks	Value	Exposure
General	13	$28.5M	43.3%
Information Technology	5	$12.5M	18.9%
Industrials	9	$11.1M	16.9%
Consumer Discretionary	3	$5.2M	7.8%
Consumer Staples	2	$3.8M	5.7%
Communication Services	3	$2.8M	4.2%
Financials	2	$2.1M	3.1%