New England Asset Management Inc 13F annual report

New England Asset Management Inc is an investment fund managing more than $690 billion ran by William Rotatori. There are currently 82 companies in Mr. Rotatori’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Ishares Tr, together worth $235 billion.

Limited to 30 biggest holdings

$690 billion Assets Under Management (AUM)

As of 7th August 2023, New England Asset Management Inc’s top holding is 254,618 shares of Spdr Sp 500 Etf Tr currently worth over $113 billion and making up 16.4% of the portfolio value.In addition, the fund holds 1,171,838 shares of Ishares Tr worth $122 billion. The third-largest holding is Wells Fargo Co New worth $22.7 billion and the next is Microsoft worth $15.3 billion, with 44,966 shares owned.

Currently, New England Asset Management Inc's portfolio is worth at least $690 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at New England Asset Management Inc

The New England Asset Management Inc office and employees reside in Farmington, Connecticut. According to the last 13-F report filed with the SEC, William Rotatori serves as the CEO at New England Asset Management Inc.