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DEUTSCHE DWS PORTFOLIO TRUST

CIK: 0000088063 Equity
Report date: 2026-06-25
AUM $228M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-25

Holdings

From latest SEC N-PORT filing · US-listed stocks only

62 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 STWD STARWOOD PROPERTY TRUST Since 2026-07-07 85571BBF1 Debt
0.15%
$0.34 346,000
2 JBL JABIL INC Since 2026-07-07 46656PAD6 Debt
0.25%
$0.56 580,000
3 GOOG ALPHABET INC Since 2026-07-07 02079KAM9 Debt
0.17%
$0.40 425,000
4 META META PLATFORMS INC Since 2026-07-07 30303MAE2 Debt
0.12%
$0.28 300,000
5 AMGN AMGEN INC Since 2026-07-07 031162DW7 Debt
0.31%
$0.72 733,000
6 UAL UNITED AIRLINES HOLDINGS Since 2026-07-07 910047AM1 Debt
0.03%
$0.08 78,000
7 MS MORGAN STANLEY Since 2026-07-07 61748UAT9 Debt
0.13%
$0.29 300,000
8 OMC OMNICOM GROUP INC Since 2026-07-07 681919BV7 Debt
0.20%
$0.46 462,000
9 DTM DT MIDSTREAM INC Since 2026-07-07 23345MAA5 Debt
0.37%
$0.83 850,000
10 T AT&T INC Since 2026-07-07 00206RNG3 Debt
0.21%
$0.48 488,000
11 AMZN AMAZON.COM INC Since 2026-07-07 023135DH6 Debt
0.22%
$0.49 500,000
12 SYF SYNCHRONY FINANCIAL Since 2026-07-07 87165BAZ6 Debt
0.43%
$0.98 1,000,000
13 C CITIGROUP INC Since 2026-07-07 17327CAV5 Debt
0.23%
$0.53 525,000
14 UBS UBS GROUP AG Since 2026-07-07 225401BT4 Debt
0.13%
$0.30 311,000
15 FISV FISERV INC Since 2026-07-07 337738BQ0 Debt
0.21%
$0.49 500,000
16 MS MORGAN STANLEY Since 2026-07-07 61748UAP7 Debt
0.06%
$0.13 136,000
17 T AT&T INC Since 2026-07-07 00206RNP3 Debt
0.22%
$0.49 500,000
18 NRG NRG ENERGY INC Since 2026-07-07 629377DB5 Debt
0.13%
$0.31 313,000
19 AMZN AMAZON.COM INC Since 2026-07-07 023135DF0 Debt
0.32%
$0.74 750,000
20 AVGO BROADCOM INC Since 2026-07-07 11135FCX7 Debt
0.25%
$0.56 583,000
21 MRVL MARVELL TECHNOLOGY INC Since 2026-07-07 573874AT1 Debt
0.26%
$0.58 585,000
22 MS MORGAN STANLEY Since 2026-07-07 61747YGA7 Debt
0.14%
$0.31 300,000
23 RY ROYAL BANK OF CANADA Since 2026-07-07 780082AT0 Debt
0.13%
$0.29 300,000
24 GPN GLOBAL PAYMENTS INC Since 2026-07-07 37940XAY8 Debt
0.17%
$0.39 400,000
25 LUV SOUTHWEST AIRLINES CO Since 2026-07-07 844741BL1 Debt
0.22%
$0.50 500,000
26 WFC WELLS FARGO & COMPANY Since 2026-07-07 95000U4F7 Debt
0.19%
$0.43 450,000
27 T AT&T INC Since 2026-07-07 00206RNC2 Debt
0.26%
$0.58 600,000
28 C CITIGROUP INC Since 2026-07-07 172967QH7 Debt
0.10%
$0.22 220,000
29 HSBC HSBC HOLDINGS PLC Since 2026-07-07 404280EV7 Debt
0.34%
$0.77 750,000
30 VZ VERIZON COMMUNICATIONS Since 2026-07-07 92343VGC2 Debt
0.04%
$0.09 132,000
31 FISV FISERV INC Since 2026-07-07 337738AU2 Debt
0.21%
$0.48 500,000
32 GFL GFL ENVIRONMENTAL INC Since 2026-07-07 36168QAQ7 Debt
0.20%
$0.47 450,000
33 CGBD CARLYLE SECURED LENDING Since 2026-07-07 872280AB8 Debt
0.21%
$0.48 500,000
34 TRGP TARGA RESOURCES CORP Since 2026-07-07 87612GAU5 Debt
0.18%
$0.41 425,000
35 C CITIGROUP INC Since 2026-07-07 172967PU9 Debt
0.29%
$0.66 640,000
36 D DOMINION ENERGY INC Since 2026-07-07 25746UDV8 Debt
0.11%
$0.26 250,000
37 ENB ENBRIDGE INC Since 2026-07-07 29250NBC8 Debt
0.13%
$0.30 300,000
38 RCL ROYAL CARIBBEAN CRUISES Since 2026-07-07 78017TAD5 Debt
0.22%
$0.50 521,000
39 HSBC HSBC HOLDINGS PLC Since 2026-07-07 404280FH7 Debt
0.09%
$0.20 200,000
40 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFP6 Debt
0.33%
$0.75 750,000
41 UBS UBS GROUP AG Since 2026-07-07 902613AD0 Debt
0.12%
$0.28 301,000
42 T AT&T INC Since 2026-07-07 00206RLJ9 Debt
0.06%
$0.14 220,000
43 JBL JABIL INC Since 2026-07-07 46656PAC8 Debt
0.13%
$0.29 296,000
44 VZ VERIZON COMMUNICATIONS Since 2026-07-07 92343VHJ6 Debt
0.09%
$0.21 220,000
45 MS MORGAN STANLEY Since 2026-07-07 61748UAW2 Debt
0.22%
$0.50 500,000
46 VZ VERIZON COMMUNICATIONS Since 2026-07-07 92343VFT6 Debt
0.04%
$0.08 117,000
47 META META PLATFORMS INC Since 2026-07-07 30303M8V7 Debt
0.11%
$0.26 291,000
48 MS MORGAN STANLEY Since 2026-07-07 61747YFR1 Debt
0.23%
$0.52 500,000
49 VZ VERIZON COMMUNICATIONS Since 2026-07-07 92343VGL2 Debt
0.05%
$0.10 150,000
50 SYY SYSCO CORPORATION Since 2026-07-07 871829BX4 Debt
0.21%
$0.48 500,000
51 JPM JPMORGAN CHASE & CO Since 2026-07-07 48128AAJ2 Debt
0.20%
$0.45 441,000
52 WH WYNDHAM HOTELS & RESORTS Since 2026-07-07 98311AAE5 Debt
0.22%
$0.49 500,000
53 NRG NRG ENERGY INC Since 2026-07-07 629377DA7 Debt
0.33%
$0.74 750,000
54 PHM PULTEGROUP INC Since 2026-07-07 745867AZ4 Debt
0.29%
$0.66 684,000
55 MAR MARRIOTT INTERNATIONAL Since 2026-07-07 571903BZ5 Debt
0.32%
$0.73 761,000
56 MTB M&T BANK CORPORATION Since 2026-07-07 55261FBA1 Debt
0.20%
$0.46 460,000
57 UAL UNITED AIRLINES HOLDINGS Since 2026-07-07 910047AL3 Debt
0.02%
$0.04 41,000
58 SRE SEMPRA Since 2026-07-07 816851BM0 Debt
0.43%
$0.99 1,000,000
59 EZPW EZCORP INC Since 2026-07-07 302301AJ5 Debt
0.26%
$0.58 550,000
60 ABNB AIRBNB INC Since 2026-07-07 009066AE1 Debt
0.18%
$0.40 400,000
61 NRG NRG ENERGY INC Since 2026-07-07 629377DE9 Debt
0.22%
$0.50 500,000
62 AVGO BROADCOM INC Since 2026-07-07 11135FDD0 Debt
0.15%
$0.35 350,000
Frequently Asked Questions — DEUTSCHE DWS PORTFOLIO TRUST
What type of mutual fund is DEUTSCHE DWS PORTFOLIO TRUST?
DEUTSCHE DWS PORTFOLIO TRUST is a SEC-registered Equity fund, with $228M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, DEUTSCHE DWS PORTFOLIO TRUST holds 62 portfolio positions, all detailed in the holdings table on this page.
What are DEUTSCHE DWS PORTFOLIO TRUST's assets under management (AUM)?
DEUTSCHE DWS PORTFOLIO TRUST has $228M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are DEUTSCHE DWS PORTFOLIO TRUST's top holdings?
According to DEUTSCHE DWS PORTFOLIO TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include STARWOOD PROPERTY TRUST, JABIL INC, ALPHABET INC , among others. The complete list of all 62 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is DEUTSCHE DWS PORTFOLIO TRUST's expense ratio?
Expense ratio data for DEUTSCHE DWS PORTFOLIO TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find DEUTSCHE DWS PORTFOLIO TRUST's SEC filings?
DEUTSCHE DWS PORTFOLIO TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000088063. You can access all of DEUTSCHE DWS PORTFOLIO TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000088063). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is DEUTSCHE DWS PORTFOLIO TRUST's holdings data on StockSifting?
Holdings data for DEUTSCHE DWS PORTFOLIO TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.