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 12.45%
3 Healthcare 10.43%
4 Energy 9.09%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.3M 0.02%
48,964
+1,353
627
$2.26M 0.02%
42,764
+1,585
628
$2.26M 0.02%
48,190
+2,110
629
$2.24M 0.02%
86,894
+3,474
630
$2.23M 0.02%
192,089
+6,243
631
$2.18M 0.02%
51,982
+1,262
632
$2.17M 0.02%
88,205
-68,992
633
$2.16M 0.02%
39,741
-116
634
$2.16M 0.02%
70,342
+22,469
635
$2.15M 0.02%
102,882
+3,881
636
$2.14M 0.02%
26,131
+1,202
637
$2.14M 0.02%
64,282
+3,735
638
$2.13M 0.02%
71,171
+3,221
639
$2.13M 0.02%
29,163
-11,900
640
$2.12M 0.02%
45,946
-71
641
$2.12M 0.02%
8,586
+606
642
$2.1M 0.02%
73,664
+3,037
643
$2.04M 0.02%
72,693
+2,559
644
$2.04M 0.02%
42,832
-58
645
$2.02M 0.02%
30,370
+12,244
646
$1.96M 0.02%
209,624
+3,226
647
$1.95M 0.02%
34,612
+1,006
648
$1.94M 0.02%
38,611
+621
649
$1.93M 0.02%
15,751
+123
650
$1.92M 0.02%
156,448
-1,874
24 25
26
27 28