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
276
$12.6M 0.07%
311,062
+7,131
277
$12.4M 0.06%
449,022
+87,674
278
$12.3M 0.06%
59,166
-4,679
279
$12.2M 0.06%
249,478
+29,634
280
$12.2M 0.06%
191,768
+4,730
281
$12.2M 0.06%
119,688
+2,572
282
$12.1M 0.06%
124,361
+83,913
283
$12.1M 0.06%
242,603
+4,575
284
$12.1M 0.06%
27,077
+768
285
$12M 0.06%
256,303
+8,089
286
$12M 0.06%
204,288
+3,503
287
$12M 0.06%
161,200
+4,813
288
$12M 0.06%
56,247
-3,192
289
$11.8M 0.06%
177,684
+8,160
290
$11.8M 0.06%
125,211
+16,983
291
$11.8M 0.06%
84,108
+2,480
292
$11.8M 0.06%
32,392
-2,469
293
$11.7M 0.06%
30,888
-2,377
294
$11.7M 0.06%
658,106
+31,858
295
$11.7M 0.06%
132,168
-9,840
296
$11.6M 0.06%
272,785
+15,090
297
$11.5M 0.06%
42,184
+867
298
$11.5M 0.06%
124,052
+5,264
299
$11.4M 0.06%
165,364
+11,544
300
$11.4M 0.06%
44,836
-2,929
10 11
12
13 14