VPIM
Vanguard Personalized Indexing Management Portfolio holdings
AUM
$8.86B
This Quarter Return
+13.01%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$3.9B
AUM Growth
+$3.9B
(+17%)
Cap. Flow
+$176M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
1,660
New
179
Increased
812
Reduced
565
Closed
101
Top Buys
| 1 |
Apple
AAPL
|
$13.2M |
| 2 |
Microsoft
MSFT
|
$12.9M |
| 3 |
Amazon
AMZN
|
$10.5M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$8.49M |
| 5 |
Visa
V
|
$3.83M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$4.91M |
| 2 |
Johnson & Johnson
JNJ
|
$3.08M |
| 3 |
Chevron
CVX
|
$3M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.91M |
| 5 |
Morgan Stanley
MS
|
$2.68M |
Sector Composition
| 1 | Technology | 29.42% |
| 2 | Financials | 12.75% |
| 3 | Healthcare | 11.89% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Industrials | 8.92% |