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
$9.77B
AUM Growth
-$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$203M
3
+$37.9M
4
BALY icon
Bally's
BALY
+$35.3M
5
CLX icon
Clorox
CLX
+$35.1M

Top Sells

1
+$241M
2
+$123M
3
+$87.9M
4
SAIA icon
Saia
SAIA
+$87M
5
META icon
Meta Platforms (Facebook)
META
+$80.7M

Sector Composition

1 Technology 24.46%
2 Financials 13.9%
3 Healthcare 13.14%
4 Industrials 12.6%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
325
202
$5K ﹤0.01%
139
203
$5K ﹤0.01%
67
204
$3K ﹤0.01%
73
205
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10 11