Aviva Portfolio holdings
AUM
$48.4B
This Quarter Return
+11.4%
1 Year Return
+24.25%
3 Year Return
+97.85%
5 Year Return
+166.96%
10 Year Return
+393.57%
AUM
$17B
AUM Growth
+$912M
(+5.7%)
Cap. Flow
-$620M
Cap. Flow
% of AUM
-3.65%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
966
New
23
Increased
166
Reduced
666
Closed
68
Top Buys
| 1 |
Darden Restaurants
DRI
|
$53.1M |
| 2 |
Southwest Airlines
LUV
|
$41M |
| 3 |
Alcon
ALC
|
$35.9M |
| 4 |
Booz Allen Hamilton
BAH
|
$29.7M |
| 5 |
Zoom
ZM
|
$25.4M |
Top Sells
| 1 |
Apple
AAPL
|
$102M |
| 2 |
Microsoft
MSFT
|
$68.5M |
| 3 |
McDonald's
MCD
|
$38.3M |
| 4 |
Philip Morris
PM
|
$31.9M |
| 5 |
Trane Technologies
TT
|
$31.8M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Healthcare | 14.32% |
| 3 | Financials | 13.3% |
| 4 | Consumer Discretionary | 12.96% |
| 5 | Communication Services | 10.43% |
