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
726
$1.68M 0.01%
8,747
-7,093
727
$1.67M 0.01%
11,772
-9,542
728
$1.67M 0.01%
10,097
-8,186
729
$1.66M 0.01%
27,451
-22,254
730
$1.66M 0.01%
18,390
-14,905
731
$1.65M 0.01%
14,181
-11,497
732
$1.64M 0.01%
20,712
-16,788
733
$1.64M 0.01%
30,740
-24,922
734
$1.63M 0.01%
25,054
-20,309
735
$1.63M 0.01%
32,953
-26,714
736
$1.63M 0.01%
35,218
-28,552
737
$1.62M 0.01%
56,000
+4,175
738
$1.62M 0.01%
50,013
+101
739
$1.61M 0.01%
7,218
-1
740
$1.61M 0.01%
97,256
-78,844
741
$1.61M 0.01%
53,431
+3,129
742
$1.61M 0.01%
15,812
-12,819
743
$1.6M 0.01%
62,104
-50,346
744
$1.6M 0.01%
4,302
-3,104
745
$1.6M 0.01%
65,803
-53,344
746
$1.59M 0.01%
8,836
-7,164
747
$1.59M 0.01%
36,149
-29,307
748
$1.58M 0.01%
5,391
-4,367
749
$1.58M 0.01%
12,957
-10,504
750
$1.57M 0.01%
38,752
-31,416
28 29
30
31 32