AIA

Avalon Investment & Advisory Portfolio holdings

AUM $3.65B
1-Year Est. Return 0.46%
This Quarter Est. Return
1 Year Est. Return
+0.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.56B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.8M
3
+$16.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$15.5M
5
CELG
Celgene Corp
CELG
+$13.4M

Top Sells

1
+$31.8M
2
+$20.4M
3
+$18.9M
4
MMM icon
3M
MMM
+$18.5M
5
LLY icon
Eli Lilly
LLY
+$17.7M

Sector Composition

1 Financials 17.08%
2 Healthcare 15.28%
3 Technology 13.71%
4 Industrials 9.11%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
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