Blended Asset Extended Series
Manning & Napier Fund, Inc.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Apr 30, 2020 → Jul 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Apr 2020 Shares Jul 2020 Δ shares End % Δ value
EXPEDIA INC 0 32,940 32,940 1.52% $2.67M
U.S. Treasury Inflation-Indexed Notes 0 1,751,974 1,751,974 1.06% $1.86M
US TREASURY NOTE DFRN 10-31-21 0 1,765,000 1,765,000 1.01% $1.77M
FN MA4054 0 1,194,952 1,194,952 0.71% $1.26M
WR BERKLEY CORP 0 18,705 18,705 0.66% $1.16M
FHLMC UMBS, 30 Year 0 953,770 953,770 0.57% $1.00M
EQT CORPORATION 0 67,505 67,505 0.56% $980.17K
INSPERITY INC 0 14,600 14,600 0.56% $976.16K
FNMA 20YR 2% 07/01/2040#MA4071 0 896,819 896,819 0.53% $922.64K
VULCAN MATERIALS CO 0 7,705 7,705 0.52% $904.72K
FNMA UMBS, 20 Year 0 857,437 857,437 0.51% $901.05K
Compass Group PLC 0 61,455 61,455 0.48% $851.18K
JPMORGAN CHASE 0 740,000 740,000 0.46% $806.00K
Nelnet Student Loan Trust 2015-2 0 760,452 760,452 0.42% $734.81K
AIR LEASE CORP 0 585,000 585,000 0.34% $595.06K
TRICON AMERICAN HOMES TAH 2020 SFR1 A 144A 0 580,000 580,000 0.33% $583.52K
VW 3.35 05/13/25 0 445,000 445,000 0.28% $485.65K
TJX COS INC 0 350,000 350,000 0.27% $481.98K
MARTIN MAR MTLS 0 2,170 2,170 0.26% $449.58K
InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS 0 9,110 9,110 0.24% $424.80K
WALT DISNEY CO 0 280,000 280,000 0.17% $296.02K
Italy Buoni Poliennali Del Tesoro 0 220,000 220,000 0.16% $288.10K
TRAVELSKY TECH-H 0 57,000 57,000 0.06% $109.64K
STONEX GROUP INC 8.625% 06/15/2025 144A 0 80,000 80,000 0.05% $85.70K
American Tanker Inc 0 80,000 80,000 0.05% $80.00K
Alaska Airlines Pass-Through Trust, Series 2020-1, Class B 0 60,000 60,000 0.04% $62.15K
Hillenbrand, Inc. 0 55,000 55,000 0.03% $59.12K
AdaptHealth LLC 0 55,000 55,000 0.03% $57.32K
G-III APPAREL GROUP LTD REGD 144A P/P 7.87500000 0 55,000 55,000 0.03% $55.46K
WESCO Distribution Inc 0 50,000 50,000 0.03% $54.62K
Alcoa Nederland Holding BV 0 50,000 50,000 0.03% $54.00K
WILLIAMS SCOTSMAN INTL INC 0 50,000 50,000 0.03% $53.12K
Starwood Property Trust, Inc. 0 55,000 55,000 0.03% $52.94K
StoneCo Ltd., Class A 0 1,100 1,100 0.03% $52.48K
TALEN ENERGY SUPPLY LLC 144A LIFE SR SEC 1ST LIEN 7.625% 06-01-28 0 50,000 50,000 0.03% $52.25K
Ladder Capital Finance Holdings LLLP / Ladder Capital Finance Corp 5.25 10/01/2025 0 55,000 55,000 0.03% $50.60K
IRON MOUNTAIN INC REGD 144A P/P 5.62500000 0 40,000 40,000 0.02% $42.95K
EQT CORP 0 35,000 35,000 0.02% $40.52K
OCCIDENTAL PETE 0 35,000 35,000 0.02% $39.38K
CNX MIDSTREAM PTR/CNX REGD 144A P/P 6.50000000 0 40,000 40,000 0.02% $39.04K
INDIGO NATURAL RES LLC REGD 144A P/P 6.87500000 0 40,000 40,000 0.02% $38.55K
HUGHES SATELLITE SYSTEMS SR SECURED 08/26 5.25 0 35,000 35,000 0.02% $38.43K
JOSEPH T RYERSON & SON 144A LIFE SR SEC 8.5% 08-01-28 0 35,000 35,000 0.02% $38.12K
MDC PARTNERS INC 144A LIFE SR UNSEC 7.5% 05-01-24 0 40,000 40,000 0.02% $37.90K
Vistra Operations Company LLC 0 35,000 35,000 0.02% $37.03K
CENOVUS ENERGY 0 35,000 35,000 0.02% $36.52K
FTAI 9.75 08/01/27 144A 0 35,000 35,000 0.02% $36.14K
AMERICAN AXLE & MFG INC REGD 6.87500000 0 35,000 35,000 0.02% $35.70K
PDC Energy, Inc. 0 35,000 35,000 0.02% $35.08K
EASTGROUP PROP 0 232 232 0.02% $30.78K
NGL ENERGY PARTNERS SR UNSEC 7.5% 11-01-23 0 35,000 35,000 0.02% $27.65K
FS ENERGY AND POWER FUND 144A LIFE SR SEC 1ST LIEN 7.5% 08-15-23 0 30,000 30,000 0.02% $26.39K
LAMAR ADVERTISING CO CL A 0 362 362 0.01% $23.79K
NAVIOS SOUTH AMERN LOG/FIN US 10.75% 07/01/2025 144A 0 20,000 20,000 0.01% $21.40K
WPX ENERGY INC SR UNSEC 5.875% 06-15-28 0 20,000 20,000 0.01% $20.49K
DUKE ENERGY FIEL 0 15,000 15,000 0.01% $17.52K
REGENCY CENTERS CORP REIT 0 379 379 0.01% $15.55K
CENOVUS ENERGY INC SR UNSEC 5.375% 07-15-25 0 15,000 15,000 0.01% $15.00K
Security Shares Apr 2020 Shares Jul 2020 Δ shares End % Δ value
US TREASURY N/B 6,225,000 0 -6,225,000 0.00% -$6.77M
US TREASURY N/B 3,185,000 0 -3,185,000 0.00% -$3.41M
WALT DISNEY CO/T 8,800 0 -8,800 0.00% -$951.72K
EASYJET PLC 118,000 0 -118,000 0.00% -$893.81K
Sony Group Corp. SPON ADR EACH REPR 1 ORD 13,785 0 -13,785 0.00% -$885.69K
SANTANDER HOLD 720,000 0 -720,000 0.00% -$741.45K
Freddie Mac Pool 667,230 0 -667,230 0.00% -$711.12K
FN MA3527 562,086 0 -562,086 0.00% -$610.81K
JPMORGAN CHASE 550,000 0 -550,000 0.00% -$595.34K
ALPHABET INC CL C 335 0 -335 0.00% -$451.80K
TJX Cos Inc/The 410,000 0 -410,000 0.00% -$442.17K
FNMA 30YR 5% 05/01/2048#CA1720 387,122 0 -387,122 0.00% -$433.40K
FANNIE MAE POOL 4.50% 361,271 0 -361,271 0.00% -$389.88K
FNMA 30YR 5% 06/01/2048#CA1922 306,513 0 -306,513 0.00% -$333.13K
Freddie Mac Gold Pool 287,845 0 -287,845 0.00% -$312.62K
FREDDIE MAC GOLD POOL FG 11/48 FIXED 4.5 251,093 0 -251,093 0.00% -$270.82K
FNCI UMBS 4.5 BK9366 08-01-48 148,510 0 -148,510 0.00% -$160.14K
GTP Acquisition Partners I LLC 123,000 0 -123,000 0.00% -$123.92K
SHAW COMM-B 6,875 0 -6,875 0.00% -$112.17K
B&M EUROPEAN 25,450 0 -25,450 0.00% -$106.43K
Mexican Bonos 2,087,000 0 -2,087,000 0.00% -$86.72K
CHENIERE ENERGY PARTNERS SR UNSEC 5.625% 10-01-26 55,000 0 -55,000 0.00% -$52.56K
T-MOBILE US INC SR GLBL NT 24 7.125% 6/15/24 45,000 0 -45,000 0.00% -$50.51K
CARGO AIRCRAFT MANAGEMENT INC 4.75% 02/01/2028 144A 50,000 0 -50,000 0.00% -$46.69K
BXP INC 417 0 -417 0.00% -$40.52K
CIT Group Inc 40,000 0 -40,000 0.00% -$39.30K
DISCOVER FIN SVS 35,000 0 -35,000 0.00% -$36.40K
CCO Holdings LLC / CCO Holdings Capital Corp 35,000 0 -35,000 0.00% -$35.45K
LADR 5.875 08/01/21 144A 40,000 0 -40,000 0.00% -$35.40K
SPRINT COMMUNICATIONS REGD 7.00000000 35,000 0 -35,000 0.00% -$35.31K
Berry Global Inc 35,000 0 -35,000 0.00% -$34.55K
Prime Security Services Borrower LLC/ Prime Finance, Inc. 35,000 0 -35,000 0.00% -$34.49K
Iron Mountain Inc 35,000 0 -35,000 0.00% -$34.39K
SCIENCE APPLICATIONS INT REGD 144A P/P 4.87500000 35,000 0 -35,000 0.00% -$34.28K
NNN REIT INC 1,025 0 -1,025 0.00% -$33.46K
GRIFFON CORPORATION REGD 5.75000000 35,000 0 -35,000 0.00% -$33.34K
Vistra Operations Co. LLC 30,000 0 -30,000 0.00% -$31.58K
AIR LEASE CORP 35,000 0 -35,000 0.00% -$31.44K
ALTICE FINANCING SA 7.5 05/15/26 144A 30,000 0 -30,000 0.00% -$31.28K
ACADIA RLTY TR REIT 2,500 0 -2,500 0.00% -$30.98K
Stericycle Inc 30,000 0 -30,000 0.00% -$30.09K
CVR ENERGY INC REGD 144A P/P 5.75000000 35,000 0 -35,000 0.00% -$29.59K
CSV 6.625 06/01/26 144A 30,000 0 -30,000 0.00% -$29.58K
PRSESE 5.25 04/15/24 144A 30,000 0 -30,000 0.00% -$29.39K
Popular Inc 30,000 0 -30,000 0.00% -$28.88K
COMPASS MINERALS INTL INC 6.75% 12/01/2027 144A 25,000 0 -25,000 0.00% -$24.75K
NAVIENT CORP SR UNSECURED 10/20 5 25,000 0 -25,000 0.00% -$24.51K
STAPLES INC REGD 144A P/P 7.50000000 30,000 0 -30,000 0.00% -$23.70K
WEEKLEY HOMES LLC/WEEKLEY FINANCE CORP 6.625% 08/15/2025 25,000 0 -25,000 0.00% -$22.51K
SUNSTONE HOTEL INVS INC 2,335 0 -2,335 0.00% -$21.46K
GRAPHIC PACKAGING INTERNATIONAL LLC 4.750000% 04/15/2021 20,000 0 -20,000 0.00% -$20.13K
AMSCNO 9 1/4 02/22/22 20,000 0 -20,000 0.00% -$20.00K
Acrisure LLC / Acrisure Finance Inc 20,000 0 -20,000 0.00% -$17.70K
Credit Acceptance Corp. 20,000 0 -20,000 0.00% -$17.55K
Sprint Corp 15,000 0 -15,000 0.00% -$15.73K
ADT Security Corp/The 15,000 0 -15,000 0.00% -$15.43K
NextEra Energy Operating Partners LP 15,000 0 -15,000 0.00% -$15.27K
NUSTAR LOGISTICS LP SR UNSEC 6.75% 02-01-21 15,000 0 -15,000 0.00% -$14.48K
CF Industries, Inc. 10,000 0 -10,000 0.00% -$10.12K
MOLSON COORS BEVERAGE CO B 228 0 -228 0.00% -$9.35K
Security Shares Apr 2020 Shares Jul 2020 Δ shares End % Δ value
US TREASURY N/B 2,475,000 3,095,000 620,000 2.51% $942.11K
ALCON INC 16,673 42,213 25,540 1.44% $1.65M
COTERRA ENERGY INC 99,655 132,655 33,000 1.41% $326.11K
COCA-COLA CO/THE 42,370 48,670 6,300 1.31% $354.81K
ALIBABA GROUP HOLDING LTD SPON ADR 5,010 8,245 3,235 1.18% $1.05M
CHARTER COMMUNICATIONS INC A 1,255 3,315 2,060 1.09% $1.30M
PIONEER NATURAL RESOURCES CO 5,920 14,100 8,180 0.78% $837.86K
CBOE GLOBAL MARKETS INC 12,510 14,410 1,900 0.72% $20.51K
CONCHO RESOURCES INC 9,155 22,775 13,620 0.68% $677.33K
ALIBABA GROUP 550,000 960,000 410,000 0.62% $493.30K
HILTON WORLDWIDE HOLDINGS INC 655 12,176 11,521 0.52% $864.22K
SYSCO CORP 355 16,640 16,285 0.50% $859.45K
ENERGY TRANSFER 470,000 750,000 280,000 0.47% $349.39K
CME GROUP INC CL A 3,990 4,850 860 0.46% $94.92K
ROYAL DUTCH SHELL PLC B ADR 7,690 10,910 3,220 0.18% $62.90K
ACCENTURE PLC CL A 770 825 55 0.11% $42.85K
QUEBECOR INC-B 3,645 6,460 2,815 0.08% $68.02K
FORD MOTOR CO 25,000 90,000 65,000 0.07% $93.67K
AMERICAN HOMES-A 3,000 3,695 695 0.06% $34.74K
Tutor Perini Corp 40,000 105,000 65,000 0.06% $73.22K
MID AMERICA APT CMNTY INC 535 667 132 0.05% $19.62K
REXFORD INDUSTRIAL REALTY INC 1,440 1,660 220 0.04% $19.27K
RADIAN GROUP INC REGD 4.87500000 50,000 75,000 25,000 0.04% $28.83K
Fidelity & Guaranty Life Holdings Inc 50,000 65,000 15,000 0.04% $18.21K
FIRST INDUSTRIAL REALTY TRUST 1,040 1,522 482 0.04% $27.57K
SLM CORP SR UNSECURED 04/22 5.125 30,000 60,000 30,000 0.03% $33.72K
KeHE Distributors LLC / KeHE Finance Corp. 25,000 55,000 30,000 0.03% $33.10K
TRI POINTE HOLDINGS INC 20,000 55,000 35,000 0.03% $39.87K
Prime Security Services Borrower LLC / Prime Finance Inc 45,000 55,000 10,000 0.03% $17.41K
Fortress Transportation and Infrastructure Investors LLC 45,000 60,000 15,000 0.03% $19.51K
Five Point Operating Co LP / Five Point Capital Corp 25,000 55,000 30,000 0.03% $28.99K
ANTERO MIDSTREAM PARTNERS LP / ANTERO MIDSTREAM FIN CORP 5.75% 03/01/2027 144A 35,000 60,000 25,000 0.03% $26.51K
Infrabuild Australia Pty Ltd. 25,000 55,000 30,000 0.03% $30.45K
Townsquare Media Inc 50,000 55,000 5,000 0.03% $5.02K
TERRENO REALTY CORP 405 807 402 0.03% $26.83K
AGREE REALTY CORP 565 721 156 0.03% $11.50K
GETTY REALTY CORP 1,190 1,505 315 0.03% $12.27K
HEALTHCARE TRST OF AMERICA INC 1,070 1,457 387 0.02% $13.87K
OSAIC HOLDINGS INC SR UNSECURED 144A 08/27 10.75 20,000 35,000 15,000 0.02% $20.36K
CALUMET SPEC PROD PRT/FIN CORP 11% 04/15/2025 144A 25,000 35,000 10,000 0.02% $14.49K
GENESIS ENERGY LP SR UNSEC 7.75% 02-01-28 25,000 35,000 10,000 0.02% $12.50K
Whiting Petroleum Corp 20,000 185,000 165,000 0.02% $29.45K
ANTERO MIDSTREAM PARTNERS LP / ANTERO MIDSTREAM FIN CORP 5.75% 01/15/2028 144A 15,000 35,000 20,000 0.02% $18.82K
HOST HOTELS & RE 1,973 2,285 312 0.01% $345
MSSCRK 7.5 01/15/26 144A 20,000 35,000 15,000 0.01% $13.69K
NORTHWEST ACQUISITIONS ULC / D SECURED 144A 11/22 7.125 30,000 170,000 140,000 0.00% -$950
Bruin E&P Partners LLC 60,000 180,000 120,000 0.00% -$1.41K
Security Shares Apr 2020 Shares Jul 2020 Δ shares End % Δ value
US TREASURY N/B 10,645,000 5,615,000 -5,030,000 3.48% -$5.43M
AMAZON.COM INC 1,050 920 -130 1.66% $313.81K
U.S. TREASURY INFLATION-PROTECTED SECURITIES 2% 01/15/26 2,293,826 2,273,568 -20,258 1.53% $78.59K
NESTLE SA (REG) 19,440 17,570 -1,870 1.19% $30.56K
EQUINIX INC 2,713 2,622 -91 1.17% $227.71K
NEXON CO LTD 202,432 80,132 -122,300 1.17% -$1.21M
META PLATFORMS INC CL A 9,560 7,860 -1,700 1.14% $36.82K
TENCENT HOLDINGS LTD 39,950 28,650 -11,300 1.12% -$134.81K
ALPHABET INC CL A 1,855 1,255 -600 1.06% -$630.75K
US Treasury Inflation-Protected Notes 0.500%, DUE 04/15/2024 1,610,270 1,596,062 -14,208 0.96% $43.02K
RYANAIR HOLDINGS PLC SPON ADR 23,675 20,275 -3,400 0.87% $17.97K
ELECTRONIC ARTS INC 11,570 10,260 -1,310 0.83% $131.03K
SALESFORCE INC 8,450 7,190 -1,260 0.80% $32.49K
ADIDAS AG 4,005 3,920 -85 0.62% $164.17K
LULULEMON ATHLETICA INC 6,110 3,295 -2,815 0.61% -$292.64K
MEDTRONIC PLC 11,159 10,854 -305 0.60% -$42.26K
ANHEUSER-BUSCH INBEV SA/NV 30,910 18,545 -12,365 0.57% -$432.43K
SERVICENOW INC 2,655 2,220 -435 0.56% $41.69K
THE BOOKING HOLDINGS INC 2,665 575 -2,090 0.54% -$2.99M
COPART INC 11,680 10,150 -1,530 0.54% $10.80K
THERMO FISHER SCIENTIFIC INC 2,685 2,260 -425 0.53% $36.91K
FMC CORP NEW 9,795 8,510 -1,285 0.51% $2.32K
Fannie Mae Pool 894,744 796,464 -98,280 0.49% -$100.70K
BIOMARIN PHARMACEUTICAL INC 12,930 7,165 -5,765 0.49% -$331.38K
DIAGEO PLC 26,925 22,005 -4,920 0.46% -$121.84K
S&P GLOBAL INC 2,160 1,910 -250 0.38% $36.36K
CONOCOPHILLIPS 22,192 17,882 -4,310 0.38% -$265.68K
CCG Receivables Trust, Series 2019-1, Class A2 637,336 560,985 -76,351 0.32% -$70.58K
INCYTE CORP 6,380 5,660 -720 0.32% -$64.09K
SLB LTD 35,765 29,430 -6,335 0.30% -$67.71K
JP Morgan Mortgage Trust 2017-2 595,088 519,471 -75,617 0.30% -$72.82K
Fannie Mae Pool 449,301 443,583 -5,718 0.26% -$1.24K
Fannie Mae Pool 398,723 385,731 -12,993 0.26% -$11.66K
SEQUOIA MORTGAGE TRUST 2020-1 SEMT 2020-1 A4 541,583 439,945 -101,638 0.25% -$99.27K
FN MA3412 511,383 418,936 -92,446 0.25% -$96.24K
Government National Mortgage Association 453,347 419,144 -34,203 0.25% -$31.11K
Fannie Mae-Aces 375,161 368,780 -6,380 0.23% -$4.22K
Progress Residential Trust, Series 2019-SFR2, Class A 380,000 379,335 -665 0.22% $2.35K
Nelnet Student Loan Trust 2012-3 386,292 374,397 -11,895 0.21% -$195
Nelnet Student Loan Trust, Series 2013-5A, Class A 384,568 370,114 -14,454 0.20% -$5.12K
Navient Student Loan Trust 2014-1 374,464 363,631 -10,833 0.20% -$9.14K
Commonbond Student Loan Trust 2019-A-GS 360,711 327,110 -33,601 0.19% -$28.05K
Sutherland Commercial Mortgage Trust 2019-SBC8 345,543 324,773 -20,770 0.19% -$18.85K
Fannie Mae Pool 320,286 295,103 -25,183 0.19% -$27.80K
PROLOGIS INC REIT 3,699 3,092 -607 0.19% -$4.10K
AT&T INC 710,000 270,000 -440,000 0.18% -$466.30K
PMT Loan Trust 2013-J1 336,871 299,000 -37,871 0.18% -$31.42K
TRICON AMERICAN HOMES 2017-SFR2 TRUST TAH 2017-SFR2 A 298,669 298,345 -324 0.18% $5.27K
Tricon American Homes Trust, Series 2016-SFR1, Class A 309,971 306,791 -3,180 0.18% -$1.88K
DREY-GVT CSH-I 949,111 277,457 -671,654 0.16% -$671.65K
TPMT 2017-1 A1 290,647 266,130 -24,517 0.16% -$18.71K
Sequoia Mortgage Trust, Series 2013-6, Class A2 285,526 258,284 -27,242 0.15% -$21.18K
FNMA UMBS, 30 Year 246,463 240,383 -6,080 0.15% -$5.23K
CSMC Trust, Series 2014-IVR3, Class A1 283,149 243,459 -39,689 0.14% -$34.76K
TPMT 16-5 A1 144A 2.5% 10-25-56 267,006 245,025 -21,981 0.14% -$16.55K
TPMT 2019-HY1 A1 144A FRN 10-25-48 256,086 238,107 -17,979 0.13% -$15.95K
Freddie Mac Gold Pool 195,972 194,645 -1,326 0.12% -$1.00K
Fannie Mae Pool 192,498 189,561 -2,937 0.12% -$4.18K
Fannie Mae Pool 198,260 182,376 -15,884 0.11% -$16.42K
ADMIRAL GROUP PLC 8,560 6,340 -2,220 0.11% -$52.07K
SoFi Consumer Loan Program Trust, Series 2019-3, Class A 231,921 186,408 -45,513 0.11% -$42.33K
Fannie Mae Pool 177,918 169,204 -8,714 0.11% -$10.01K
Uniform Mortgage-Backed Securities 161,825 152,897 -8,928 0.10% -$7.19K
Fannie Mae REMICS 218,488 172,885 -45,603 0.10% -$46.96K
Freddie Mac REMICS 225,194 174,482 -50,712 0.10% -$54.83K
SHANDONG WEIG-H 88,000 68,000 -20,000 0.10% $39.48K
NRZT 2016-4A A1 170,358 160,178 -10,180 0.10% -$2.93K
Freddie Mac Gold Pool 141,632 140,443 -1,189 0.09% -$300
CAZENOVIA CREEK FUNDING LLC 198,435 162,031 -36,404 0.09% -$35.01K
Chesapeake Funding II LLC, Series 2017-4A, Class A1 197,549 158,761 -38,789 0.09% -$35.74K
NRZT 2015-2A A1 144A FRN 08-25-55 160,159 148,484 -11,675 0.09% -$4.93K
DIGITAL REALTY TRUST INC 1,175 977 -198 0.09% -$18.80K
Freddie Mac Gold Pool 144,637 142,643 -1,994 0.09% -$2.57K
FG G04587 142,376 135,048 -7,328 0.09% -$7.28K
CSMC Trust 2013-IVR3 164,391 145,016 -19,375 0.09% -$10.50K
INVITATION HOMES 2017-SFR2 TRUST SER 2017-SFR2 CL A V/R REGD 144A P/P 2.61250000 151,271 149,917 -1,353 0.08% $2.37K
SoFi Professional Loan Program Trust, Series 2018-C, Class A1FX 224,366 143,267 -81,099 0.08% -$80.52K
Freddie Mac Gold Pool 131,388 129,269 -2,119 0.08% -$2.67K
SUN COMMUNITIES INC - REIT 1,230 945 -285 0.08% -$23.63K
JP Morgan Mortgage Trust 2014-2 151,307 136,642 -14,665 0.08% -$14.89K
Fannie Mae Pool 133,567 121,338 -12,229 0.08% -$13.50K
SOFI CONSUMER LOAN PROGRAM TRU SCLP 2019 2 A 144A 168,224 132,711 -35,513 0.08% -$34.05K
GERRESHEIMER AG 1,505 1,145 -360 0.07% $12.03K
NAVSL 2019-CA A1 167,235 125,226 -42,008 0.07% -$41.88K
Sequoia Mortgage Trust 2013-8 137,075 119,932 -17,143 0.07% -$16.29K
TOURMALINE OIL CORP 16,235 11,885 -4,350 0.07% -$40.11K
Freddie Mac Gold Pool 105,169 103,663 -1,506 0.06% -$1.93K
GETINGE AB-B SHS 6,080 4,685 -1,395 0.06% -$3.37K
FANNIE MAE POOL 103,403 97,347 -6,057 0.06% -$5.83K
Freddie Mac REMICS 166,179 109,581 -56,599 0.06% -$59.64K
CAMECO CORP 12,800 10,850 -1,950 0.06% -$17.25K
New Residential Mortgage Loan Trust REMIC 103,132 98,347 -4,786 0.06% -$146
SEQUOIA MORTGAGE TRUST 2013-2 SEMT 2013-2 A 116,333 103,572 -12,760 0.06% -$9.49K
EQUITY LIFESTYLE PPTYS INC 1,730 1,490 -240 0.06% -$2.54K
CIM Trust, Series 2019-INV1, Class A1 109,165 94,983 -14,182 0.06% -$12.74K
CROWN CASTLE INC 590 586 -4 0.06% $3.62K
PUBLIC STORAGE 690 484 -206 0.06% -$31.22K
BEIERSDORF AG 1,015 805 -210 0.05% -$10.08K
BRENNTAG SE COMMON STOCK 2,385 1,550 -835 0.05% -$12.33K
AKZO NOBEL 1,321 1,011 -310 0.05% -$4.99K
Americold Realty Trust Inc 3,025 2,339 -686 0.05% $1.84K
PERRIGO CO PLC 2,060 1,740 -320 0.05% -$17.54K
COUSINS PROPERTIES INC 3,381 2,854 -527 0.05% -$14.33K
JP Morgan Mortgage Trust 2013-2 92,904 82,752 -10,152 0.05% -$8.74K
CAMDEN PROP TR 1,250 943 -307 0.05% -$24.45K
SEA LTD ADR 2,060 700 -1,360 0.05% -$28.95K
DUKE REALTY CORP REIT 2,284 1,939 -345 0.04% -$1.33K
WEIR GROUP PLC 6,190 4,995 -1,195 0.04% $3.70K
AVALONBAY COMMUNITIES INC REIT 785 501 -284 0.04% -$51.20K
HEALTHPEAK PROPERTIES INC 3,385 2,788 -597 0.04% -$12.40K
KILROY REALTY CORP 1,832 1,265 -567 0.04% -$40.35K
BANK OF NT BUTTERFIELD & SON LTD/THE 3,670 2,630 -1,040 0.04% -$12.32K
AUTOTRADER GROUP 11,380 9,510 -1,870 0.04% $924
FREDDIE MAC MULTIFAMILY STRUCT FHMS K017 X1 5,378,969 5,345,337 -33,632 0.04% -$18.13K
SONY GROUP CORP 1,500 800 -700 0.04% -$34.38K
American Campus Communities, Inc. COM USD0.01 2,355 1,738 -617 0.04% -$21.17K
WELLTOWER INC 1,539 1,141 -398 0.03% -$17.73K
LUNDIN MINING CORP 14,920 10,720 -4,200 0.03% -$13.08K
Apartment Investment and Management Co. 1,609 1,481 -128 0.03% -$3.12K
BINGO INDUSTRIES LTD COMMON STOCK 48,715 40,560 -8,155 0.03% -$18.05K
COMMUNITY HEALTHCARE TR INC 1,350 1,149 -201 0.03% $2.32K
DOUGLAS EMMETT INC REIT 2,295 1,797 -498 0.03% -$17.61K
ADYEN NV 55 30 -25 0.03% -$4.24K
WYNDHAM HOTELS and RESORTS INC 1,525 1,091 -434 0.03% -$9.33K
American Beverage Co Ambev 21,825 17,745 -4,080 0.03% $633
ALEXANDRIA REAL ES EQ INC REIT 360 255 -105 0.03% -$11.28K
EQUITY RESIDENTIAL REIT 1,415 820 -595 0.03% -$48.08K
Tax Ease Funding LLC, Series 2016-1A, Class A 43,843 39,012 -4,831 0.02% -$4.74K
SWITCH INC CL A 3,292 2,155 -1,137 0.02% -$17.76K
KEYWORDS STUDIOS PLC COMMON STOCK 2,135 1,520 -615 0.02% -$4.93K
STAG INDUSTRIAL INC CL A 1,370 1,126 -244 0.02% $745
BRANDYWINE RLTY 3,910 3,355 -555 0.02% -$7.30K
FORESTAR GRP. INC 5.00% 40,000 35,000 -5,000 0.02% $100
GRUPO AEROPORTUA 10,900 8,200 -2,700 0.02% -$5.68K
JERNIGAN CAPITAL INC 2,950 2,355 -595 0.02% -$5.95K
REALTY INCOME CORP REIT 650 534 -116 0.02% -$3.63K
Hibernia REIT plc 27,505 23,802 -3,703 0.02% -$3.93K
VistaJet Malta Finance PLC / XO Management Holding Inc 60,000 35,000 -25,000 0.02% -$16.35K
PHYSICIANS REALTY TRUST 2,435 1,550 -885 0.02% -$9.59K
UDR INC 1,202 765 -437 0.02% -$17.35K
EXTRA SPACE STORAGE INC 310 250 -60 0.01% -$1.52K
Pets at Home Group plc 240 194 -46 0.01% -$4.05K
Starwood Property Trust Inc 50,000 25,000 -25,000 0.01% -$22.31K
Healthcare Realty Trust Incorporated COM USD0.01 1,385 832 -553 0.01% -$16.33K
URBAN EDGE PROPERTIES 2,915 2,301 -614 0.01% -$9.41K
LIFE STORAGE INC 270 221 -49 0.01% -$1.96K
ESSEX PROPERTY TRUST INC 240 98 -142 0.01% -$36.95K
STORE CAPITAL CORP 1,690 638 -1,052 0.01% -$18.80K
HC2 HOLDINGS INC REGD 144A P/P 11.50000000 15,000 13,000 -2,000 0.01% -$798
WinWater Mortgage Loan Trust 2015-3 44,737 11,549 -33,188 0.01% -$33.11K
SoFi Consumer Loan Program LLC, Series 2016-2, Class A 34,906 6,750 -28,156 0.00% -$27.88K
Fannie Mae Pool 9,337 5,657 -3,680 0.00% -$3.75K
Fannie Mae Pool 8,354 5,268 -3,086 0.00% -$3.15K
UNITED STATES STEEL CORP -36 -41 -5 -0.01% $7.43K
Security Shares Apr 2020 Shares Jul 2020 Δ shares End % Δ value
MASTERCARD INC CL A 14,035 14,035 0 2.47% $471.01K
VISA INC-CLASS A 18,650 18,650 0 2.02% $217.83K
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT 49,325 49,325 0 1.70% $424.69K
JOHNSON&JOHNSON 18,520 18,520 0 1.54% -$79.27K
Novartis AG 31,890 31,890 0 1.49% -$82.60K
MICRON TECHNOLOGY INC 46,970 46,970 0 1.34% $101.69K
PAYPAL HOLDINGS 11,675 11,675 0 1.30% $853.09K
MICROSOFT CORP 10,010 10,010 0 1.17% $258.26K
ACTIVISION BLIZZARD INC 24,670 24,670 0 1.16% $466.26K
MONDELEZ INTL INC 32,435 32,435 0 1.02% $131.36K
GRAPHIC PACKAGING HOLDING CO 125,960 125,960 0 1.00% $74.32K
BERKSHIRE HATH-B 8,500 8,500 0 0.95% $71.57K
VERIZON COMM INC 900,000 900,000 0 0.72% $71.09K
SBA COMMUNICATIONS CORP 3,950 3,950 0 0.70% $85.40K
AMERICAN TOWER CORP 4,310 4,310 0 0.64% $100.81K
PRICELINE GROUP 930,000 930,000 0 0.60% $75.73K
EOG RESOURCES INC 20,374 20,374 0 0.54% -$13.45K
SABINE PASS LIQU 790,000 790,000 0 0.54% $108.80K
DOLLAR TREE INC 9,700 9,700 0 0.52% $132.70K
PEPSICO INC 6,545 6,545 0 0.51% $35.15K
INTERCONTINENTAL EXCHANGE INC 9,290 9,290 0 0.51% $68.10K
TOTALENERGIES SE ADR 23,790 23,790 0 0.51% $59.71K
DISCOVERY COMMUN 650,000 650,000 0 0.47% $89.20K
VISA INC 720,000 720,000 0 0.47% $70.48K
CITIGROUP INC 700,000 700,000 0 0.46% $48.13K
AERCAP IRELAND 830,000 830,000 0 0.46% $79.26K
AMERICAN TOWER 690,000 690,000 0 0.46% $37.13K
KINDER MORGAN EN 570,000 570,000 0 0.45% $113.99K
COMCAST CORP 670,000 670,000 0 0.45% $59.62K
TENCENT HOLDINGS LTD SR UNSECURED 144A 04/29 3.975 670,000 670,000 0 0.44% $26.63K
NIKON CORP 111,600 111,600 0 0.44% -$257.84K
MOODYS CORP 2,705 2,705 0 0.43% $101.17K
CAMDEN PROP TRST 650,000 650,000 0 0.41% $48.39K
EXXON MOBIL CORP 17,130 17,130 0 0.41% -$75.20K
SOUTHWEST AIR 600,000 600,000 0 0.36% $41.43K
OXFORD FINANCE FUNDING 2019-1 LLC OXFIN 2019-1A A2 600,000 600,000 0 0.35% $4.11K
WILLIAMS COS INC 560,000 560,000 0 0.35% $54.78K
HCA INC 520,000 520,000 0 0.35% $46.10K
FREMF Mortgage Trust 485,000 485,000 0 0.30% $25.01K
EXPORT-IMPORT BANK OF KOREA 500,000 500,000 0 0.29% $537
SMB PRIVATE EDUCATION LOAN TRUST 2020-A SMB 2020-A A2A 490,000 490,000 0 0.29% $24.29K
PERPETUAL BONDS 620,000 620,000 0 0.28% -$16.66K
FREMF 2014-K715 Mortgage Trust 471,000 471,000 0 0.27% $1.15K
DOMINION ENERGY 410,000 410,000 0 0.27% $28.05K
BANK OF AMER CRP 420,000 420,000 0 0.27% $15.96K
CAALT 20-1 A 144A 2.01% 02-15-29/05-15-23 430,000 430,000 0 0.25% $10.35K
FONTAINEBLEAU MIAMI BEACH TRUST 2019-FBLU FMBT 2019-FBLU A 410,000 410,000 0 0.24% $25.25K
SoFi Professional Loan Program Trust, Series 2018-B, Class A2FX 400,000 400,000 0 0.24% $10.57K
GS MORTGAGE SECURITIES CORP TRUST 2019-70P 425,000 425,000 0 0.23% $9.80K
EXPEDIA GRP INC 345,000 345,000 0 0.21% $25.22K
Oxford Finance LLC 365,000 365,000 0 0.21% $11.36K
CROWN CASTLE INT 320,000 320,000 0 0.20% $15.38K
CHEVRON CORP 4,155 4,155 0 0.20% -$33.49K
AVOLON HOLDINGS FUNDING LTD 3.25% 02/15/2027 144A 390,000 390,000 0 0.19% $29.44K
SoFi Professional Loan Program Trust, Series 2020-A, Class A2FX 315,000 315,000 0 0.19% $16.79K
WAIKIKI BEACH HOTEL TRUST WBHT 2019 WBM A 144A 345,000 345,000 0 0.19% $9.26K
Starwood Retail Property Trust, Series 2014-STAR, Class A 358,082 358,082 0 0.14% -$89.31K
FINECOBANK SPA 16,410 16,410 0 0.14% $56.39K
Drax Finco PLC 200,000 200,000 0 0.12% $4.50K
ITALY GOV'T INT 200,000 200,000 0 0.12% $8.74K
DEUTSCHE BOERSE 1,040 1,040 0 0.11% $27.98K
DANONE SA 2,410 2,410 0 0.09% -$6.66K
RESTAURANT BRANDS INTERNATIONAL INC 2,485 2,485 0 0.08% $17.94K
INVITATION HOMES INC 4,282 4,282 0 0.07% $26.42K
Invitation Homes Trust, Series 2017-SFR2, Class B 120,000 120,000 0 0.07% $5.28K
INDITEX SA 4,485 4,485 0 0.07% $3.97K
HOME DEPOT INC 434 434 0 0.07% $19.82K
WALMART INC 866 866 0 0.06% $6.80K
JPMORGAN CHASE and CO 1,042 1,042 0 0.06% $917
PFIZER INC 2,537 2,537 0 0.06% $304
CISCO SYSTEMS INC 1,823 1,823 0 0.05% $8.60K
MERCK & CO 1,051 1,051 0 0.05% $946
INTEL CORP 1,688 1,688 0 0.05% -$20.68K
Canadian Government Bond 102,000 102,000 0 0.05% $2.62K
BANK OF AMERICA CORPORATION 3,152 3,152 0 0.04% $2.62K
IAMGOLD Corp 70,000 70,000 0 0.04% $2.25K
ABBVIE INC 720 720 0 0.04% $9.15K
Mexican Bonos 1,443,000 1,443,000 0 0.04% $5.70K
Donnelley Financial Solutions Inc 65,000 65,000 0 0.04% $5.20K
TEXAS INSTRUMENTS INC 491 491 0 0.04% $5.64K
BRISTOL-MYERS SQUIBB CO 1,066 1,066 0 0.04% -$2.29K
HWM 6 7/8 05/01/25 55,000 55,000 0 0.04% $6.37K
COMCAST CORP CL A 1,436 1,436 0 0.03% $7.42K
UNION PACIFIC CORP 351 351 0 0.03% $4.76K
LOCKHEED MARTIN CORP 155 155 0 0.03% -$1.56K
LGI HOMES INC 55,000 55,000 0 0.03% $7.36K
NAVIENT CORP 55,000 55,000 0 0.03% $6.63K
INTL BUS MACH CORP 459 459 0 0.03% -$1.20K
HONEYWELL INTL INC 370 370 0 0.03% $2.76K
ORACLE CORP 980 980 0 0.03% $2.43K
HAT HOLDINGS I LLC / II LLC 6% 04/15/2025 144A 50,000 50,000 0 0.03% $3.81K
GILEAD SCIENCES INC 753 753 0 0.03% -$10.90K
LINDE PLC 204 204 0 0.03% $12.47K
QUALCOMM INC 460 460 0 0.03% $12.39K
3M CO 318 318 0 0.03% -$461
LILLY ELI and CO 318 318 0 0.03% -$1.38K
CITIGROUP INC 947 947 0 0.03% $1.37K
WELLS FARGO & CO 1,943 1,943 0 0.03% -$9.31K
COLGATE-PALMOLIVE CO 588 588 0 0.03% $4.07K
RTX CORP 776 776 0 0.03% -$6.31K
CATERPILLAR INC 329 329 0 0.02% $5.43K
GRUPO AEROPORTUARIO SUR-ADR 0.00000000 430 430 0 0.02% $52
Shutterfly, LLC 45,000 45,000 0 0.02% $2.68K
SPRINGLEAF FIN 35,000 35,000 0 0.02% $8.04K
GRUPO AEROPORTUARIO PAC-ADR 0.00000000 610 610 0 0.02% $3.10K
BONOS MEXICAN MXN 6.5% 06-10-21 888,000 888,000 0 0.02% $3.25K
FXI Holdings Inc 12.25 11/15/2026 40,000 40,000 0 0.02% $6.24K
ILLINOIS TOOL WORKS INC 212 212 0 0.02% $4.77K
OAKTREE SPECIAL 35,000 35,000 0 0.02% $2.96K
KIMBERLY CLARK CORP 222 222 0 0.02% $3.01K
US BANCORP DEL 910 910 0 0.02% $309
GENERAL MILLS INC 523 523 0 0.02% $1.77K
TRUIST FINL CORP 873 873 0 0.02% $122
CHUBB LTD 253 253 0 0.02% $4.87K
WASTE MANAGEMENT INC 290 290 0 0.02% $2.78K
OII 6 02/01/28 50,000 50,000 0 0.02% $5.92K
EMERSON ELECTRIC CO 482 482 0 0.02% $2.40K
EATON CORP PLC 309 309 0 0.02% $2.98K
JOHNSON CONTROLS INTERNATIONAL PLC 679 679 0 0.01% $6.36K
KLA CORP 130 130 0 0.01% $4.65K
GENERAL DYNAMICS CORPORATION 175 175 0 0.01% $2.82K
AUTOMATIC DATA PROCESSING INC 190 190 0 0.01% -$2.62K
NORFOLK SOUTHERN CORP 131 131 0 0.01% $2.77K
CUMMINS INC 130 130 0 0.01% $3.87K
COMMSTCK 1,125 1,125 0 0.01% -$1.98K
FASTENAL CO 525 525 0 0.01% $5.68K
PBF HOLDING CO LLC REGD 144A P/P 6.00000000 30,000 30,000 0 0.01% $2.69K
BEST BUY CO INC 239 239 0 0.01% $5.46K
HERSHEY CO/THE 162 162 0 0.01% $2.10K
ANALOG DEVICES INC 199 199 0 0.01% $1.04K
KROGER CO 643 643 0 0.01% $2.04K
PNC FINANCIAL SERVICES GRP INC 203 203 0 0.01% $0
MARATHON PETROLEUM CORP 539 539 0 0.01% $3.30K
ROCKWELL AUTOMATION INC 93 93 0 0.01% $2.67K
ALLSTATE CORPORATION 212 212 0 0.01% -$1.55K
VF CORP 329 329 0 0.01% $744
TRAVELERS COS IN 171 171 0 0.01% $2.26K
LYONDELLBASELL INDS CLASS A 307 307 0 0.01% $1.40K
CONSTELLATION BRANDS INC CL A 105 105 0 0.01% $1.42K
ARCHER DANIELS MIDLAND CO 429 429 0 0.01% $2.44K
VALERO ENERGY CORP 319 319 0 0.01% -$2.27K
VTLE 10.125 01/15/28 25,000 25,000 0 0.01% $7.57K
Xilinx Inc. COM USD0.01 162 162 0 0.01% $3.23K
TRANE TECHNOLOGIES PLC 155 155 0 0.01% $3.79K
SKYWORKS SOLUTIONS INC 118 118 0 0.01% $4.92K
STANLEY BLACK and DECKER INC 112 112 0 0.01% $4.83K
CONAGRA BRANDS INC 457 457 0 0.01% $1.83K
TYSON FOODS INC CL A 278 278 0 0.01% -$206
QUEST DIAGNOSTICS INC 134 134 0 0.01% $2.27K
PARKER HANNIFIN CORP 92 92 0 0.01% $1.91K
PPG INDUSTRIES INC 150 150 0 0.01% $2.52K
HORMEL FOODS CRP 314 314 0 0.01% $1.26K
CH ROBINSON WORLDWIDE INC 161 161 0 0.01% $3.67K
GENUINE PARTS CO 164 164 0 0.01% $1.78K
MEXICAN BONOS MXN 7.75% 05-29-31 278,000 278,000 0 0.01% $2.05K
BAKER HUGHES CO 890 890 0 0.01% $1.37K
NUCOR CORP 317 317 0 0.01% $241
GARMIN LTD 133 133 0 0.01% $2.32K
HARTFORD INSURANCE GROUP INC/THE 309 309 0 0.01% $1.34K
JM SMUCKER CO/THE 119 119 0 0.01% -$662
WW GRAINGER INC 37 37 0 0.01% $2.44K
FIFTH THIRD BANCORP 601 601 0 0.01% $703
MOUNTAIN PROVINCE DIAMONDS INC 144A 8.000000% 12/15/2022 20,000 20,000 0 0.01% -$800
DOVER CORP 106 106 0 0.01% $984
Airbus SE 140 140 0 0.01% $1.38K
INTL FLVR & FRAG 79 79 0 0.01% -$401
NETAPP INC 222 222 0 0.01% $118
REGIONS FINANCIAL CORP 900 900 0 0.01% $99
CINCINNATI FINANCIAL CORP 118 118 0 0.01% $1.43K
Lonestar Resources America Inc 65,000 65,000 0 0.00% $162
Techniplas LLC 20,000 20,000 0 0.00% $900
JONAH ENERGY 144A LIFE SR UNSEC 7.25% 10-15-25 30,000 30,000 0 0.00% $3.01K

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