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
251
$14.2M 0.07%
115,307
+2,637
252
$14.1M 0.07%
59,557
+8,533
253
$14.1M 0.07%
91,417
+226
254
$14M 0.07%
58,603
+3,291
255
$13.9M 0.07%
820,574
-31,552
256
$13.9M 0.07%
25,977
+791
257
$13.7M 0.07%
164,517
+4,234
258
$13.7M 0.07%
95,247
+3,167
259
$13.7M 0.07%
453,919
+13,443
260
$13.6M 0.07%
196,428
+519
261
$13.6M 0.07%
245,346
+5,872
262
$13.5M 0.07%
168,302
+3,917
263
$13.5M 0.07%
150,266
-6,791
264
$13.5M 0.07%
111,230
+4,931
265
$13.4M 0.07%
70,939
+1,440
266
$13.3M 0.07%
144,210
-8,710
267
$13.3M 0.07%
584,519
+13,089
268
$13.3M 0.07%
48,847
-2,577
269
$13.3M 0.07%
51,176
+1,113
270
$13.2M 0.07%
93,225
-8,326
271
$13M 0.07%
116,627
-230,280
272
$12.9M 0.07%
302,654
+14,756
273
$12.8M 0.07%
52,193
+1,188
274
$12.7M 0.07%
435,066
+97,185
275
$12.7M 0.07%
81,077
-7,431
9 10
11
12 13