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
501
$3.66M 0.03%
59,286
+1,833
502
$3.66M 0.03%
127,458
+4,084
503
$3.66M 0.03%
56,358
+1,201
504
$3.65M 0.03%
79,521
+8,870
505
$3.65M 0.03%
112,453
+33,879
506
$3.64M 0.03%
+212,000
507
$3.61M 0.03%
109,052
+3,798
508
$3.61M 0.03%
319,524
+12,564
509
$3.6M 0.03%
54,838
+1,820
510
$3.6M 0.03%
81,388
+27,159
511
$3.6M 0.03%
113,023
+2,611
512
$3.59M 0.03%
24,131
+8,508
513
$3.58M 0.03%
26,190
+1,541
514
$3.58M 0.03%
34,113
+1,172
515
$3.52M 0.03%
138,753
+27,038
516
$3.49M 0.03%
324,787
+8,550
517
$3.48M 0.03%
639,500
+18,970
518
$3.48M 0.03%
105,691
+4,298
519
$3.45M 0.03%
57,762
+18,610
520
$3.45M 0.03%
72,576
+2,105
521
$3.45M 0.03%
+347,046
522
$3.45M 0.03%
103,729
+4,601
523
$3.44M 0.03%
108,598
+3,339
524
$3.44M 0.03%
153,682
+48,310
525
$3.42M 0.03%
98,713
+3,611
19 20
21
22 23