VIM

Vancity Investment Management Portfolio holdings

AUM $792M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$31.9M
2 +$4.16M
3 +$3.27M
4
MCO icon
Moody's
MCO
+$1.91M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.21M

Top Sells

1 +$6.56M
2 +$4.47M
3 +$3.01M
4
TXN icon
Texas Instruments
TXN
+$1.86M
5
NOW icon
ServiceNow
NOW
+$1.84M

Sector Composition

1 Technology 28.98%
2 Financials 27.65%
3 Consumer Discretionary 12.23%
4 Industrials 9.43%
5 Healthcare 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SBUX icon
76
Starbucks
SBUX
$91.9B
-6,271
STVN icon
77
Stevanato
STVN
$6.88B
-52,642
XPEL icon
78
XPEL
XPEL
$944M
-12,862