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
$413M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$3.75M

Top Sells

1 +$27.3M
2 +$5.79M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$155M 37.49%
543,524
+13,184
2
$133M 32.28%
1,583,086
-68,862
3
$26M 6.3%
427,495
4
$23.6M 5.72%
+470,128
5
$20.8M 5.04%
379,991
6
$18.3M 4.43%
258,389
7
$15.8M 3.83%
144,798
8
$10.4M 2.53%
36,979
-96,639
9
$9.86M 2.39%
275,720