Aviva Portfolio holdings
AUM
$48.4B
1-Year Return
24.25%
This Quarter Return
+22.94%
1 Year Return
+24.25%
3 Year Return
+97.85%
5 Year Return
+166.96%
10 Year Return
+393.57%
AUM
$16B
AUM Growth
+$2.39B
(+18%)
Cap. Flow
-$410M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
24.43%
Holding
979
New
49
Increased
147
Reduced
723
Closed
36
Top Buys
| 1 |
Union Pacific
UNP
|
$107M |
| 2 |
Alcon
ALC
|
$88.1M |
| 3 |
Otis Worldwide
OTIS
|
$75.5M |
| 4 |
Marsh & McLennan
MMC
|
$53M |
| 5 |
Merck
MRK
|
$48.8M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$56M |
| 2 |
Amazon
AMZN
|
$44.3M |
| 3 |
JPMorgan Chase
JPM
|
$42.3M |
| 4 |
AGN
Allergan plc
AGN
|
$36.5M |
| 5 |
Microsoft
MSFT
|
$32.6M |
Sector Composition
| 1 | Technology | 22.31% |
| 2 | Healthcare | 14.18% |
| 3 | Financials | 13.68% |
| 4 | Consumer Discretionary | 11.52% |
| 5 | Communication Services | 10.46% |
