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 12.45%
3 Healthcare 10.43%
4 Energy 9.09%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.3M 0.17%
170,925
+53,500
127
$20.1M 0.17%
611,712
+10,706
128
$20M 0.17%
252,110
+112,641
129
$19.9M 0.17%
850,941
-90,697
130
$19.9M 0.17%
345,870
+12,197
131
$19.9M 0.17%
398,002
+4,491
132
$19.7M 0.16%
479,820
+259,227
133
$19.7M 0.16%
73,231
+2,298
134
$19.7M 0.16%
317,858
-33,373
135
$19.5M 0.16%
996,861
+10,453
136
$19.5M 0.16%
120,682
-2,088
137
$19.3M 0.16%
359,478
-191,473
138
$19.2M 0.16%
279,814
-178,597
139
$19.1M 0.16%
205,839
-113,895
140
$19M 0.16%
249,723
-76,686
141
$18.6M 0.16%
1,046,139
-174,786
142
$18.4M 0.15%
799,731
-9,003
143
$18.3M 0.15%
465,518
+136,536
144
$18.3M 0.15%
182,287
+1,591
145
$18.2M 0.15%
396,452
-71,984
146
$18.1M 0.15%
837,550
+97,248
147
$18.1M 0.15%
435,055
-15,979
148
$18M 0.15%
214,934
+63,808
149
$18M 0.15%
346,394
+90,676
150
$17.9M 0.15%
193,852
+3,816
4 5
6
7 8