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
$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
1
$333M 2.78%
16,624,972
-1,386,980
2
$206M 1.72%
2,034,278
-229,079
3
$182M 1.52%
4,850,793
-813,287
4
$162M 1.35%
1,202,341
-37,380
5
$157M 1.31%
8,277,594
-270,752
6
$153M 1.28%
2,610,179
-240,705
7
$150M 1.25%
5,144,947
-85,763
8
$147M 1.23%
3,562,215
+287,426
9
$140M 1.17%
5,001,316
+124,224
10
$128M 1.07%
2,811,060
-249,140
11
$127M 1.06%
4,797,355
-338,052
12
$121M 1.01%
1,629,501
-38,927
13
$119M 1%
1,300,962
+63,453
14
$116M 0.97%
649,404
-7,145
15
$116M 0.97%
930,642
-32,780
16
$104M 0.87%
1,278,663
+31,578
17
$101M 0.84%
1,041,046
-22,142
18
$96M 0.8%
703,274
-53,519
19
$90.4M 0.76%
1,003,368
+36,880
20
$88.8M 0.74%
1,256,988
-103,995
21
$87.9M 0.74%
770,330
-14,351
22
$87.5M 0.73%
1,869,408
-195,902
23
$87.3M 0.73%
1,676,179
-7,870
24
$85.2M 0.71%
5,473,906
-303,340
25
$84.9M 0.71%
2,210,903
-37,128
1
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