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
326
$6.71M 0.06%
384,621
-164,557
327
$6.68M 0.06%
898,616
+117,809
328
$6.67M 0.06%
124,954
-68,436
329
$6.67M 0.06%
101,963
+4,019
330
$6.64M 0.06%
165,597
+23,870
331
$6.62M 0.06%
1,711,260
-541,901
332
$6.56M 0.05%
325,886
+7,080
333
$6.55M 0.05%
614,600
+222,650
334
$6.5M 0.05%
196,655
+39,093
335
$6.5M 0.05%
116,538
+4,531
336
$6.5M 0.05%
54,965
+1,649
337
$6.47M 0.05%
446,122
-179,241
338
$6.46M 0.05%
273,949
+8,266
339
$6.39M 0.05%
175,529
+50,746
340
$6.39M 0.05%
164,799
+6,154
341
$6.38M 0.05%
190,810
+82,870
342
$6.33M 0.05%
105,371
+3,653
343
$6.28M 0.05%
251,286
+9,074
344
$6.25M 0.05%
32,204
+4,602
345
$6.24M 0.05%
64,143
+21,513
346
$6.22M 0.05%
165,099
+42,433
347
$6.2M 0.05%
68,513
+2,323
348
$6.17M 0.05%
89,186
+2,875
349
$6.17M 0.05%
+60,000
350
$6.17M 0.05%
111,528
-5,449
12 13
14
15 16