Long-term investor

First Citizens Asset Management, Inc. @firstcitizensassetmanage

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964116).

Record

  • Tracked since 2026-03-31 (1370 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
  • Max drawdown n/a · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IWY · 27.5% · long · since 2026-03-31
  • IWX · 18.5% · long · since 2026-03-31
  • VCRB · 11.5% · long · since 2026-03-31
  • AGG · 9.9% · long · since 2026-03-31
  • IWS · 8.7% · long · since 2026-03-31
  • IEFA · 6.5% · long · since 2026-03-31
  • IWP · 4.0% · long · since 2026-03-31
  • IEMG · 3.0% · long · since 2026-03-31
  • VTWO · 2.8% · long · since 2026-03-31
  • MUB · 2.1% · long · since 2026-03-31
  • DFIS · 1.1% · long · since 2026-03-31
  • SCZ · 0.8% · long · since 2026-03-31

Copy on paper, free More traders How copying works