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
601
$2.94M 0.02%
17,838
+293
602
$2.94M 0.02%
128,021
+4,079
603
$2.91M 0.02%
44,401
+498
604
$2.91M 0.02%
21,341
+1,991
605
$2.9M 0.02%
185,595
+6,253
606
$2.89M 0.02%
84,982
+8,679
607
$2.88M 0.02%
54,333
+683
608
$2.88M 0.02%
121,882
-34
609
$2.88M 0.02%
27,884
-3
610
$2.87M 0.01%
158,247
+8,904
611
$2.87M 0.01%
31,145
+2,763
612
$2.84M 0.01%
20,157
+1,290
613
$2.83M 0.01%
23,414
-2,349
614
$2.81M 0.01%
95,154
+2,268
615
$2.8M 0.01%
61,919
+5,241
616
$2.78M 0.01%
31,772
-11,433
617
$2.77M 0.01%
105,610
-84
618
$2.76M 0.01%
4,577
+66
619
$2.75M 0.01%
71,115
+1,811
620
$2.74M 0.01%
32,694
-22,226
621
$2.73M 0.01%
128,387
+3,670
622
$2.71M 0.01%
71,584
+1,693
623
$2.69M 0.01%
51,042
+969
624
$2.69M 0.01%
12,350
-210
625
$2.67M 0.01%
16,922
-6,994
23 24
25
26 27