Securian AM Balanced Stabilization Fund
INVESTMENT MANAGERS SERIES TRUST

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.

Aug 31, 2022 → Nov 30, 2022

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

Security Shares Aug 2022 Shares Nov 2022 Δ shares End % Δ value
CITIGROUP INC 0 650,000 650,000 0.86% $582.77K
KROGER CO 0 600,000 600,000 0.81% $551.96K
LOWE'S COS INC 0 550,000 550,000 0.80% $543.46K
WARNERMEDIA HLDG 0 700,000 700,000 0.79% $536.97K
MORGAN STANLEY 0 500,000 500,000 0.78% $529.79K
BANK OF NY MELLO 0 500,000 500,000 0.77% $525.04K
CENTERPOINT HOUS 0 550,000 550,000 0.77% $521.22K
CONSTELLATION BR 0 550,000 550,000 0.77% $520.23K
US BANCORP 0 500,000 500,000 0.76% $519.80K
WELLS FARGO CO 0 700,000 700,000 0.76% $514.00K
Cargill, Inc. 0 550,000 550,000 0.71% $484.76K
DUKE ENERGY FLA 0 250,000 250,000 0.40% $273.85K
Security Shares Aug 2022 Shares Nov 2022 Δ shares End % Δ value
iShares Trust IBOXX USD INVST GRADE CORP 57,050 0 -57,050 0.00% -$6.23M

No positions in this category.

Security Shares Aug 2022 Shares Nov 2022 Δ shares End % Δ value
MSILF-GOVT-INS 10,170,785 9,804,233 -366,551 14.42% -$366.55K
CVS PASS THROUGH TRUST PASS THRU CE 01/30 6.943 153,988 149,974 -4,014 0.23% -$10.00K
British Airways 2013-1 Class A Pass Through Trust 109,247 101,099 -8,147 0.14% -$8.99K
Zywave_Pfd Equity -29 -44 -15 -0.10% -$497.90K
Security Shares Aug 2022 Shares Nov 2022 Δ shares End % Δ value
iShares Core S&P 500 ETF 80,666 80,666 0 48.56% $979.29K
US TREASURY N/B 3,100,000 3,100,000 0 4.26% -$35.72K
Union Pacific Corp. 500,000 500,000 0 0.75% -$24.11K
TAKEDA PHARMACEU 500,000 500,000 0 0.73% -$9.99K
INTERCONTINENT 500,000 500,000 0 0.72% -$3.21K
KEYBANK NAT ASSN 500,000 500,000 0 0.71% -$17.93K
M&T BANK CORP 500,000 500,000 0 0.71% -$21.00K
GOLDMAN SACHS GP 500,000 500,000 0 0.71% -$9.95K
GATX CORP 500,000 500,000 0 0.69% -$11.49K
WISCONSIN PWR and LT CO 3.95% 09/01/2032 500,000 500,000 0 0.68% -$18.32K
METROPOLITAN LIFE GLOBAL FUNDING I GIC 144A LIFE SR SEC 1ST LIEN 1.55% 01-07-31 500,000 500,000 0 0.57% -$11.78K
SHERWIN-WILLIAMS 300,000 300,000 0 0.43% -$4.30K
FLORIDA GAS TRANSMISSION CO LLC 4.35% 07/15/2025 144A 300,000 300,000 0 0.43% -$5.62K
ABBOTT LABS 300,000 300,000 0 0.43% -$12.82K
ESSEX PORTFOLIO 300,000 300,000 0 0.43% -$5.12K
AT&T INC 300,000 300,000 0 0.40% -$9.08K
DELL INT / EMC 250,000 250,000 0 0.38% -$3.75K
LIBERTY MUTUAL 250,000 250,000 0 0.36% -$1.96K
VODAFONE GROUP 250,000 250,000 0 0.36% -$2.63K
MANULIFE FIN COR 250,000 250,000 0 0.36% -$2.29K
HANOVER INSURANC 250,000 250,000 0 0.36% -$3.24K
CAPITAL ONE FINL 250,000 250,000 0 0.36% -$4.92K
GENERAL DYNAMICS 250,000 250,000 0 0.36% -$4.29K
Penske Truck Leasing Co Lp / PTL Finance Corp 250,000 250,000 0 0.36% -$2.90K
GEN MOTORS FIN 250,000 250,000 0 0.36% -$2.84K
TOTAL SYSTEM SVC 250,000 250,000 0 0.36% -$4.21K
VALERO ENERGY 250,000 250,000 0 0.36% -$2.36K
GLOBAL PAYMENTS INC REGD 5.30000000 250,000 250,000 0 0.36% -$6.12K
TEXTRON INC 250,000 250,000 0 0.36% -$3.76K
TYCO ELECTRONICS 250,000 250,000 0 0.35% -$5.48K
Horace Mann Educators Corporation 4.50% Due 12/01/2025 250,000 250,000 0 0.35% -$2.98K
INVESCO FIN PLC 250,000 250,000 0 0.35% -$4.19K
ALLIED WORLD 250,000 250,000 0 0.35% -$3.59K
FIFTH THIRD BANK 250,000 250,000 0 0.35% -$6.76K
ASHTEAD CAPITAL 250,000 250,000 0 0.35% -$7.02K
AMGEN INC 250,000 250,000 0 0.35% -$6.35K
BECTON DICKINSON 250,000 250,000 0 0.35% -$6.30K
DELTA/SKYMILES 250,000 250,000 0 0.35% -$2.56K
DUKE ENERGY COR 250,000 250,000 0 0.35% -$5.25K
WILLIAMS COS INC 250,000 250,000 0 0.35% -$5.58K
MPLX LP 250,000 250,000 0 0.35% -$7.12K
ONEOK INC 250,000 250,000 0 0.34% -$5.23K
HEALTHCARE RLTY 250,000 250,000 0 0.34% -$7.60K
YARA INTL SA 250,000 250,000 0 0.34% -$7.96K
LEIDOS INC 250,000 250,000 0 0.33% -$3.94K
BIO-RAD LABS 250,000 250,000 0 0.32% -$8.03K
COMCAST CORP 327,000 327,000 0 0.31% -$11.91K
KANSAS CITY SOUT 250,000 250,000 0 0.31% -$11.13K
SVB FINANCIAL GR 250,000 250,000 0 0.30% -$7.31K
ANGLO AMERICAN 250,000 250,000 0 0.30% -$2.44K
BROADCOM INC 250,000 250,000 0 0.30% -$5.55K
OLD REPUB INTL 200,000 200,000 0 0.29% -$2.28K
FIRST AMERICAN 200,000 200,000 0 0.29% -$3.54K
ALEXANDRIA REAL 200,000 200,000 0 0.29% -$4.26K
MICRON TECH 250,000 250,000 0 0.28% -$1.92K
BARCLAYS PLC 200,000 200,000 0 0.28% -$4.12K
PHILLIPS 66 200,000 200,000 0 0.28% -$5.12K
JEFFERIES GROUP 250,000 250,000 0 0.28% -$6.55K
VERIZON COMM INC 298,000 298,000 0 0.28% -$13.83K
OGLETHORPE POWER 200,000 200,000 0 0.22% -$14.94K
Air Canada Pass-Through Trust 177,668 177,668 0 0.21% -$10.12K
ASSURED GUARANTY 132,000 132,000 0 0.19% -$2.36K
HP ENTERPRISE 100,000 100,000 0 0.15% -$1.93K

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