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
126
$3M 0.1%
33,626
127
$3M 0.1%
16,926
+3,520
128
$2.88M 0.09%
47,810
129
$2.86M 0.09%
16,605
130
$2.77M 0.09%
110,504
131
$2.73M 0.09%
+15,012
132
$2.71M 0.09%
13,208
-345
133
$2.63M 0.09%
+23,780
134
$2.6M 0.08%
16,130
135
$2.56M 0.08%
34,643
136
$2.5M 0.08%
11,316
-336
137
$2.43M 0.08%
19,798
138
$2.42M 0.08%
11,411
-151
139
$2.4M 0.08%
11,302
140
$2.39M 0.08%
12,214
-1,441
141
$2.39M 0.08%
18,413
142
$2.35M 0.08%
29,425
143
$2.29M 0.07%
15,494
144
$2.25M 0.07%
21,332
145
$2.18M 0.07%
+30,155
146
$2.17M 0.07%
25,787
147
$2.15M 0.07%
20,201
+4,580
148
$2.13M 0.07%
25,835
149
$2.12M 0.07%
28,057
-859
150
$2.07M 0.07%
24,216
-567
4 5
6
7 8