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
$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
551
$3.82M 0.02%
183,702
+6,257
552
$3.81M 0.02%
14,730
-3,744
553
$3.79M 0.02%
72,371
+1,754
554
$3.77M 0.02%
26,910
+1,426
555
$3.75M 0.02%
27,478
+385
556
$3.75M 0.02%
64,349
+1,331
557
$3.73M 0.02%
96,986
+2,139
558
$3.7M 0.02%
84,909
+1,744
559
$3.67M 0.02%
27,877
-22,599
560
$3.62M 0.02%
20,033
+330
561
$3.61M 0.02%
166,686
+3,557
562
$3.59M 0.02%
58,432
-707
563
$3.59M 0.02%
9,791
-6,359
564
$3.57M 0.02%
12,587
-5
565
$3.56M 0.02%
55,866
-489
566
$3.54M 0.02%
67,071
-23,678
567
$3.54M 0.02%
24,101
-19,536
568
$3.54M 0.02%
363,064
+8,977
569
$3.53M 0.02%
100,150
+2,216
570
$3.5M 0.02%
239,381
+12,267
571
$3.5M 0.02%
22,203
+604
572
$3.49M 0.02%
77,612
+78
573
$3.48M 0.02%
37,351
+2,019
574
$3.44M 0.02%
69,123
+5,763
575
$3.44M 0.02%
+236,609
21 22
23
24 25