IVMX

Institutional Venture Management XIV Portfolio holdings

AUM $67.7M
1-Year Est. Return 8.12%
This Quarter Est. Return
1 Year Est. Return
+8.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.7M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$45.6M
2
+$10.5M
3
+$2.61M

Sector Composition

1 Communication Services 67.51%
2 Financials 32.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZIP icon
1
ZipRecruiter
ZIP
$366M
$45.7M 67.51%
3,813,596
-3,800,000
OPRT icon
2
Oportun Financial
OPRT
$229M
$22M 32.49%
3,047,831
-360,860
NRDS icon
3
NerdWallet
NRDS
$821M
– –
-1,113,635