VNIM
Vaughan Nelson Investment Management Portfolio holdings
AUM
$10.7B
This Quarter Return
+8.1%
1 Year Return
+24.77%
3 Year Return
+98.99%
5 Year Return
+239%
10 Year Return
+509.47%
AUM
$9.01B
AUM Growth
+$9.01B
(+11%)
Cap. Flow
+$398M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
26.07%
Holding
236
New
20
Increased
92
Reduced
88
Closed
5
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$112M |
| 2 |
Dollar General
DG
|
$60.8M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$50.6M |
| 4 |
AutoZone
AZO
|
$50.3M |
| 5 |
Coherent
COHR
|
$47.2M |
Top Sells
| 1 |
Danaher
DHR
|
$83.2M |
| 2 |
WNS Holdings
WNS
|
$53M |
| 3 |
UNVR
Univar Solutions Inc.
UNVR
|
$50.5M |
| 4 |
Saia
SAIA
|
$45.9M |
| 5 |
Salesforce
CRM
|
$38.2M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Industrials | 14.46% |
| 3 | Financials | 12.24% |
| 4 | Healthcare | 9.57% |
| 5 | Consumer Staples | 8.48% |
