Aviva

Aviva Portfolio holdings

AUM $48.4B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.2B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$45M
3
+$34.7M
4
UBS icon
UBS Group
UBS
+$32.6M
5
CAT icon
Caterpillar
CAT
+$31.9M

Top Sells

1
+$88.3M
2
+$50.2M
3
+$42.3M
4
TT icon
Trane Technologies
TT
+$41.2M
5
LUV icon
Southwest Airlines
LUV
+$35.5M

Sector Composition

1 Technology 21.67%
2 Financials 14.42%
3 Healthcare 13.44%
4 Consumer Discretionary 12.76%
5 Communication Services 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16M 0.08%
132,850
+3,780
227
$15.6M 0.08%
225,300
+6,085
228
$15.6M 0.08%
246,051
+58,616
229
$15.6M 0.08%
115,523
+5,884
230
$15.4M 0.08%
31,843
+697
231
$15.4M 0.08%
374,878
-2,087
232
$15.2M 0.08%
48,313
-3,414
233
$15.1M 0.08%
114,129
+27,469
234
$15M 0.08%
151,810
+5,692
235
$14.9M 0.08%
443,330
+87,214
236
$14.9M 0.08%
93,636
+3,759
237
$14.8M 0.08%
64,269
+4,169
238
$14.8M 0.08%
181,075
+6,734
239
$14.8M 0.08%
34,293
+680
240
$14.7M 0.08%
66,109
-2,013
241
$14.6M 0.08%
88,549
+2,520
242
$14.4M 0.08%
55,700
-3,716
243
$14.4M 0.08%
41,417
-2,518
244
$14.4M 0.07%
132,391
+35,192
245
$14.3M 0.07%
104,912
-6,159
246
$14.3M 0.07%
793,889
+448,941
247
$14.2M 0.07%
263,058
+6,406
248
$14.2M 0.07%
355,981
+51,797
249
$14.2M 0.07%
433,564
-26,076
250
$14.2M 0.07%
119,605
-3,275
8 9
10
11 12