VIM

VCU Investment Management Portfolio holdings

AUM $27.7M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$53.1M
2 +$816K

Top Sells

1 +$12M
2 +$808K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.9M 20.8%
315,607
2
$81.4M 19.94%
304,872
-3,026
3
$54.5M 13.35%
774,523
4
$53.5M 13.12%
809,734
+12,340
5
$53.2M 13.04%
435,571
-97,926
6
$53.1M 13.01%
+633,083
7
$10.3M 2.53%
348,154
8
$10.1M 2.46%
91,972
9
$7.12M 1.74%
187,545