Analysis Of Thornburg Value Fund's Q2-2011 Portfolio
By Dividend Screen:William V. Fries and Connor Browne are portfolio managers at Thornburg Value Fund. The Fund has stock holdings in an amount of $4.5 billion under management. Within the second quarter of the year, Fries and Browne have increased 18 stock positions and initiated 5 new positions. Goldman Sachs (GS) and Hartford Financial (HIG) are the buys with the biggest change to the portfolio. He sold out 8 companies and reduced 6 stock positions of which ING Group (ING) was the position with the largest influence for the portfolio. Here are the biggest portfolio weighted buys and sells:
Goldman Sachs was new initiated. Total change to portfolio: 3.05 percent. Hartford Financial was increased by 88.66 percent. Total change to portfolio: 1.42 percent. JP Morgan Chase (JPM) was increased by 83.79 percent. Total change to portfolio: 1.39 percent.
ING Group was totally sold out. Total change to portfolio: 3.36 percent.Complete Story »