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
626
$2.66M 0.01%
28,380
+2,000
627
$2.65M 0.01%
36,686
-16,921
628
$2.65M 0.01%
151,266
+3,288
629
$2.65M 0.01%
27,201
+2,288
630
$2.63M 0.01%
19,366
+699
631
$2.62M 0.01%
57,422
-31,084
632
$2.61M 0.01%
34,356
-22,841
633
$2.61M 0.01%
70,703
+5,734
634
$2.58M 0.01%
15,156
-8
635
$2.58M 0.01%
34,754
-3,524
636
$2.57M 0.01%
46,067
+917
637
$2.53M 0.01%
45,584
-177
638
$2.47M 0.01%
118,320
+2,710
639
$2.45M 0.01%
108,657
+2,075
640
$2.43M 0.01%
41,297
+698
641
$2.42M 0.01%
38,024
-31
642
$2.42M 0.01%
28,451
-53,089
643
$2.42M 0.01%
65,320
644
$2.39M 0.01%
25,515
-408
645
$2.38M 0.01%
48,469
+608
646
$2.38M 0.01%
13,742
-8,154
647
$2.37M 0.01%
36,819
+20,988
648
$2.37M 0.01%
38,756
649
$2.37M 0.01%
55,232
+20,212
650
$2.35M 0.01%
52,100
-1,700
24 25
26
27 28