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 12.5%
3 Healthcare 10.43%
4 Energy 9.09%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.8M 0.1%
197,486
+62,162
202
$11.8M 0.1%
315,470
-8,134
203
$11.8M 0.1%
213,738
+59,720
204
$11.8M 0.1%
121,971
-601
205
$11.8M 0.1%
448,297
-153,848
206
$11.6M 0.1%
129,434
+928
207
$11.5M 0.1%
164,243
-93,508
208
$11.5M 0.1%
192,725
+51,933
209
$11.5M 0.1%
68,171
+17,789
210
$11.3M 0.09%
230,640
+2,276
211
$11.2M 0.09%
431,928
+21,339
212
$11.2M 0.09%
224,031
-252,229
213
$11.2M 0.09%
308,136
-200,699
214
$11.2M 0.09%
106,932
+5,857
215
$11M 0.09%
200,461
+6,341
216
$11M 0.09%
169,473
-20,638
217
$11M 0.09%
195,400
+88,661
218
$10.9M 0.09%
176,571
-55,135
219
$10.7M 0.09%
113,280
+44,312
220
$10.6M 0.09%
205,050
+101,067
221
$10.6M 0.09%
334,948
-118,052
222
$10.5M 0.09%
180,310
+2,439
223
$10.5M 0.09%
217,831
+65,435
224
$10.5M 0.09%
296,893
+26,782
225
$10.4M 0.09%
220,951
+39,412
7 8
9
10 11