NEW ENGLAND ASSET MANAGEMENT INC
•CIK: 1004244•Filing: Q4 2025
**NEW ENGLAND ASSET MANAGEMENT INC** manages $765M across a diversified portfolio of 123 positions. The fund exhibits a significant allocation to broad market indices, notably holding SPY at $70.2M and VOO at $60.1M. Further diversification is evident with substantial positions in international equities (IEFA at $51.6M) and dividend-focused names (VYM at $36.0M). The top holdings reflect a core strategy emphasizing established market leaders and global exposure.
Total AUM
$764.8M
QoQ Performance
-0.0%
Positions
95
Top 10 Concentration
45.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VOO
IEFA
SPY9.2%
VOO7.9%
IEFA6.8%
VYM4.7%
IDEV4.5%
IVV3.5%
VTI3.0%
IJH2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.1%
ETF20.5%
Healthcare7.6%
Financial7.0%
Technology4.7%
Industrial2.5%
Consumer Staples2.0%
Utilities1.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑41 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023