USAA

United Services Automobile Association Portfolio holdings

AUM $1.43B
1-Year Est. Return 5.54%
This Quarter Est. Return
1 Year Est. Return
+5.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.07B
AUM Growth
-$855M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.73M
3
+$2.63M
4
LRCX icon
Lam Research
LRCX
+$2.18M
5
JPM icon
JPMorgan Chase
JPM
+$2M

Top Sells

1
+$598M
2
+$202M
3
+$71M
4
KO icon
Coca-Cola
KO
+$15.9M
5
WMT icon
Walmart
WMT
+$12.6M

Sector Composition

1 Technology 18.34%
2 Consumer Staples 11.48%
3 Healthcare 10.1%
4 Energy 9.09%
5 Financials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.92M 0.19%
36,426
77
$5.62M 0.18%
19,408
-3,200
78
$5.61M 0.18%
90,120
-255,887
79
$5.53M 0.18%
69,944
80
$5.51M 0.18%
78,455
-1,518
81
$5.35M 0.17%
47,326
82
$5.31M 0.17%
57,371
-477
83
$5.09M 0.17%
70,146
84
$4.86M 0.16%
23,381
85
$4.82M 0.16%
16,633
-121
86
$4.79M 0.16%
47,166
-1,790
87
$4.77M 0.16%
23,798
88
$4.76M 0.16%
34,133
-233
89
$4.73M 0.15%
27,955
90
$4.71M 0.15%
11,238
-91
91
$4.67M 0.15%
41,903
-531
92
$4.65M 0.15%
21,163
93
$4.6M 0.15%
40,666
-522
94
$4.58M 0.15%
30,642
95
$4.56M 0.15%
10,255
-197
96
$4.53M 0.15%
37,463
-100
97
$4.42M 0.14%
25,972
-60
98
$4.41M 0.14%
39,789
99
$4.32M 0.14%
39,041
100
$4.25M 0.14%
25,483
-250
2 3
4
5 6