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
601
$2.63M 0.02%
63,666
+2,449
602
$2.62M 0.02%
6,561
+232
603
$2.61M 0.02%
30,440
+1,159
604
$2.61M 0.02%
76,697
+3,263
605
$2.61M 0.02%
25,747
+1,053
606
$2.57M 0.02%
41,127
+1,505
607
$2.54M 0.02%
68,832
+2,202
608
$2.53M 0.02%
46,065
+1,506
609
$2.49M 0.02%
167,140
+4,168
610
$2.48M 0.02%
41,031
+900
611
$2.47M 0.02%
195,856
-102,775
612
$2.43M 0.02%
107,552
+2,842
613
$2.43M 0.02%
147,827
+6,441
614
$2.43M 0.02%
59,850
+2,315
615
$2.42M 0.02%
20,207
+128
616
$2.42M 0.02%
168,486
+1,981
617
$2.42M 0.02%
58,387
+2,226
618
$2.42M 0.02%
21,599
+850
619
$2.4M 0.02%
40,748
+2,697
620
$2.38M 0.02%
215,652
+6,730
621
$2.37M 0.02%
53,614
+1,241
622
$2.34M 0.02%
189,772
+4,824
623
$2.33M 0.02%
22,112
-14
624
$2.33M 0.02%
65,044
+3,194
625
$2.3M 0.02%
83,759
+3,047
23 24
25
26 27