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
201
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202
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203
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204
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205
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206
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-1,739,693
207
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-31,765
208
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209
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-628,655
210
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213
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-1,002,060
5 6 7 8
9