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
176
$1.36M 0.04%
17,726
177
$1.35M 0.04%
+13,523
178
$1.33M 0.04%
15,162
-184
179
$1.33M 0.04%
19,481
-644
180
$1.33M 0.04%
30,600
181
$1.32M 0.04%
29,505
182
$1.32M 0.04%
12,471
183
$1.32M 0.04%
34,464
184
$1.32M 0.04%
10,032
185
$1.31M 0.04%
13,021
+418
186
$1.31M 0.04%
47,682
+1,616
187
$1.29M 0.04%
15,453
188
$1.29M 0.04%
12,380
189
$1.25M 0.04%
14,619
190
$1.25M 0.04%
32,725
191
$1.24M 0.04%
20,142
-231
192
$1.19M 0.04%
+13,264
193
$1.19M 0.04%
11,523
194
$1.18M 0.04%
14,983
195
$1.16M 0.04%
20,258
-713
196
$1.15M 0.04%
12,506
-631
197
$1.15M 0.04%
16,525
198
$1.13M 0.04%
13,771
-699
199
$1.1M 0.04%
20,564
+2,637
200
$1.08M 0.04%
14,897
-663
6 7
8
9 10