VNIM

Vaughan Nelson Investment Management Portfolio holdings

AUM $11B
1-Year Est. Return 27.01%
This Quarter Est. Return
1 Year Est. Return
+27.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.87B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$158M
3
+$138M
4
NEE icon
NextEra Energy
NEE
+$131M
5
NVDA icon
NVIDIA
NVDA
+$122M

Top Sells

1
+$188M
2
+$140M
3
+$125M
4
HCA icon
HCA Healthcare
HCA
+$103M
5
CVX icon
Chevron
CVX
+$92.2M

Sector Composition

1 Technology 24.91%
2 Financials 13.13%
3 Industrials 13.08%
4 Healthcare 11.39%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.7M 0.62%
3,254,740
-147,140
52
$60.3M 0.61%
1,814,696
-6,838
53
$59.7M 0.61%
335,744
-114,770
54
$59.7M 0.61%
718,265
+48,970
55
$59.3M 0.6%
1,042,197
-316,030
56
$58.7M 0.59%
624,862
+74,936
57
$55.3M 0.56%
1,420,575
-1,085
58
$53.5M 0.54%
2,853,525
-60,540
59
$53.3M 0.54%
799,496
+640,948
60
$52.7M 0.53%
5,645,370
+354,865
61
$52.7M 0.53%
702,292
-201,874
62
$52.4M 0.53%
322,549
+20,570
63
$51.8M 0.52%
873,579
-405,241
64
$51.5M 0.52%
664,443
-200,095
65
$51M 0.52%
334,126
-765
66
$50.8M 0.51%
700,000
+364,325
67
$50.7M 0.51%
830,835
-17,730
68
$50.5M 0.51%
2,107,450
-1,895,219
69
$50.1M 0.51%
+1,766,735
70
$49.7M 0.5%
335,834
-15,235
71
$48.6M 0.49%
1,138,930
+193,890
72
$48.6M 0.49%
1,806,791
+110,577
73
$48.5M 0.49%
+598,058
74
$48.5M 0.49%
+2,001,995
75
$48.2M 0.49%
+828,520
1 2
3
4 5