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
751
$217K ﹤0.01%
26,848
752
– –
0
753
$160K ﹤0.01%
240
+24
754
$144K ﹤0.01%
+153,713
755
$136K ﹤0.01%
21,798
756
$113K ﹤0.01%
20,000
757
$102K ﹤0.01%
50,007
758
$89K ﹤0.01%
14,380
759
$78K ﹤0.01%
17,658
-706
760
$51K ﹤0.01%
16,221
-131,363
761
$39K ﹤0.01%
24,774
762
$18K ﹤0.01%
12,000
763
– –
-35,174
764
– –
-154,247
765
– –
-42,900
766
– –
0
767
– –
-12,503
768
– –
-5,675
769
– –
-61,080
770
– –
-818
771
– –
-258,104
772
– –
-765,258
773
– –
-25,288
774
– –
-515,994
775
– –
-92,410
28 29 30
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