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
$166M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$75.4K

Top Sells

1 +$10.5M

Sector Composition

1 Communication Services 87.74%
2 Financials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZIP icon
1
ZipRecruiter
ZIP
$366M
$135M 81.43%
7,613,596
+4,248
OPRT icon
2
Oportun Financial
OPRT
$229M
$20.3M 12.26%
3,408,691
NRDS icon
3
NerdWallet
NRDS
$821M
$10.5M 6.31%
1,113,635
-1,113,635