# Virtus SGA New Leaders Growth Fund

Virtus SGA New Leaders Growth Fund is a registered fund series of Virtus Equity Trust (series S000070005). Net assets $7.2M as of 2023-12-29.

## Profile

- Series ID: S000070005
- Registrant: Virtus Equity Trust
- LEI: 549300L4372Z67E5KR28
- Net assets: $7.2M
- Total assets: $7.2M
- As of: 2023-12-29

## Advisers

- [Virtus Investment Advisers, Inc. (Advisor)](https://search.stillhousedata.com/firm/106982)
- [Sustainable Growth Advisers, LP (Subadvisor)](https://search.stillhousedata.com/firm/127447)

## Top holdings (32 reported)

_Showing 15 of 32 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| XP Inc | — | $371K | 517.39% |
| [FleetCor Technologies Inc](https://search.stillhousedata.com/security/339041105) | — | $348K | 485.06% |
| [Workday Inc](https://search.stillhousedata.com/security/98138H101) | — | $317K | 441.49% |
| [MSCI Inc](https://search.stillhousedata.com/security/55354G100) | — | $313K | 436.14% |
| [Autodesk Inc](https://search.stillhousedata.com/security/052769106) | — | $309K | 430.80% |
| Universal Music Group NV | — | $294K | 409.35% |
| [Atlassian Corp](https://search.stillhousedata.com/security/049468101) | — | $280K | 391.01% |
| [Fomento Economico Mexicano SAB](https://search.stillhousedata.com/security/344419106) | — | $280K | 390.57% |
| Alcon Inc | — | $245K | 341.91% |
| [Ball Corp](https://search.stillhousedata.com/security/058498106) | — | $238K | 332.03% |
| CP ALL PCL | — | $231K | 322.72% |
| [IQVIA Holdings Inc](https://search.stillhousedata.com/security/46266C105) | — | $231K | 322.29% |
| STERIS PLC | — | $229K | 319.41% |
| Experian PLC | — | $224K | 312.59% |
| [Ecolab Inc](https://search.stillhousedata.com/security/278865100) | — | $223K | 310.30% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2023-12-29 | $7.2M |
| 2023-09-29 | $7.0M |
| 2023-06-30 | $6.9M |
| 2023-03-31 | $6.5M |
| 2022-12-30 | $5.9M |
| 2022-09-30 | $5.8M |
| 2022-06-30 | $5.8M |
| 2022-03-31 | $6.8M |

## More

- [Registrant: Virtus Equity Trust](https://search.stillhousedata.com/registrant/34273)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000070005.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.