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
176
$21.9M 0.11%
101,558
+2,975
177
$21.7M 0.11%
679,050
+24,654
178
$21.7M 0.11%
401,747
+10,584
179
$21.7M 0.11%
190,204
+10,009
180
$21.6M 0.11%
118,425
+3,794
181
$21.5M 0.11%
449,500
+14,576
182
$21.5M 0.11%
350,150
+9,150
183
$21.4M 0.11%
82,573
+2,198
184
$21.4M 0.11%
91,458
+78,727
185
$21.4M 0.11%
143,406
+6,363
186
$21.4M 0.11%
104,721
+3,037
187
$21.3M 0.11%
456,227
+17,193
188
$21.2M 0.11%
357,256
+42,550
189
$21.1M 0.11%
292,462
-2,452
190
$21.1M 0.11%
127,001
+111,062
191
$20.8M 0.11%
427,110
+63,630
192
$20.6M 0.11%
87,376
+3,535
193
$20.5M 0.11%
75,024
+3,708
194
$20.3M 0.11%
270,375
-562
195
$20.2M 0.11%
84,974
+2,326
196
$20.2M 0.1%
+871,000
197
$20.1M 0.1%
201,378
+3,722
198
$19.7M 0.1%
91,098
-3,876
199
$19.1M 0.1%
1,742,940
+1,181,493
200
$19.1M 0.1%
193,373
+4,472
6 7
8
9 10