Aviva

Aviva Portfolio holdings

AUM $55B
1-Year Est. Return 27.31%
This Quarter Est. Return
1 Year Est. Return
+27.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.4M
3
+$13.8M
4
MMM icon
3M
MMM
+$13.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.2M

Top Sells

1
+$30.4M
2
+$27.8M
3
+$23.2M
4
VLO icon
Valero Energy
VLO
+$15.1M
5
JPM icon
JPMorgan Chase
JPM
+$14.1M

Sector Composition

1 Financials 16.34%
2 Technology 12.5%
3 Healthcare 10.43%
4 Energy 9.09%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4M 0.09%
270,970
-5,669
227
$10.4M 0.09%
269,659
+72,623
228
$10.4M 0.09%
278,148
+14,017
229
$10.3M 0.09%
233,841
-124,509
230
$10.2M 0.09%
1,994
-395
231
$10.2M 0.09%
121,760
+34,253
232
$10.2M 0.09%
76,439
+3,340
233
$10.2M 0.08%
225,660
+87,835
234
$10.1M 0.08%
125,764
-94,809
235
$10.1M 0.08%
54,774
+3,208
236
$9.94M 0.08%
283,493
-2,564
237
$9.91M 0.08%
95,972
-79,609
238
$9.84M 0.08%
83,258
+43,593
239
$9.62M 0.08%
238,883
+72,099
240
$9.61M 0.08%
141,066
+5,235
241
$9.55M 0.08%
191,534
+3,060
242
$9.54M 0.08%
616,167
+89,681
243
$9.46M 0.08%
163,926
+5,914
244
$9.41M 0.08%
261,523
-41,302
245
$9.38M 0.08%
263,388
+77,259
246
$9.29M 0.08%
285,550
+59,058
247
$9.29M 0.08%
173,026
-5,034
248
$9.26M 0.08%
167,540
+56,959
249
$9.25M 0.08%
409,782
+11,538
250
$9.21M 0.08%
287,334
+147,548
8 9
10
11 12