Aviva

Aviva Portfolio holdings

AUM $48.4B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
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
801
$1.37M 0.01%
1,380
-1,119
802
$1.36M 0.01%
18,606
-15,084
803
$1.35M 0.01%
18,381
-14,901
804
$1.34M 0.01%
5,668
-4,595
805
$1.34M 0.01%
18,357
-14,881
806
$1.34M 0.01%
16,982
-13,769
807
$1.34M 0.01%
9,918
-8,041
808
$1.34M 0.01%
15,104
-12,247
809
$1.33M 0.01%
196,178
-159,037
810
$1.32M 0.01%
148,019
-4,000
811
$1.32M 0.01%
6,184
-5,014
812
$1.31M 0.01%
25,400
-1,000
813
$1.31M 0.01%
15,104
-12,247
814
$1.31M 0.01%
17,061
-13,832
815
$1.31M 0.01%
7,122
-5,771
816
$1.31M 0.01%
14,809
-11,699
817
$1.3M 0.01%
34,649
-28,088
818
$1.3M 0.01%
18,748
-15,199
819
$1.3M 0.01%
+38,983
820
$1.3M 0.01%
74,400
-3,000
821
$1.3M 0.01%
62,655
-232
822
$1.28M 0.01%
53,285
823
$1.27M 0.01%
32,074
-25,998
824
$1.27M 0.01%
1,979
-1,604
825
$1.27M 0.01%
12,930
31 32
33
34 35