VIM

Vinva Investment Management Portfolio holdings

AUM $5.12B
1-Year Est. Return 31.32%
This Quarter Est. Return
1 Year Est. Return
+31.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$9M
3
+$6.49M
4
CVX icon
Chevron
CVX
+$5.58M
5
PHM icon
Pultegroup
PHM
+$4.93M

Top Sells

1
+$10.5M
2
+$8.09M
3
+$6.69M
4
URI icon
United Rentals
URI
+$6.61M
5
IT icon
Gartner
IT
+$6.58M

Sector Composition

1 Technology 29.69%
2 Healthcare 15.53%
3 Financials 13.46%
4 Consumer Discretionary 11.92%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.1%
4,436
-477
227
$1.1M 0.09%
10,026
-627
228
$1.09M 0.09%
3,298
-4,255
229
$1.09M 0.09%
445
-137
230
$1.09M 0.09%
14,612
-2,389
231
$1.04M 0.09%
8,113
-22,943
232
$1.02M 0.09%
7,739
-413
233
$1.01M 0.09%
+4,175
234
$1M 0.09%
11,046
-161
235
$982K 0.08%
58,969
+15,065
236
$977K 0.08%
6,101
-1,889
237
$975K 0.08%
5,118
-194
238
$969K 0.08%
2,671
-1,002
239
$968K 0.08%
7,925
-3,040
240
$958K 0.08%
8,705
-15,150
241
$957K 0.08%
6,128
-1,028
242
$942K 0.08%
+15,648
243
$920K 0.08%
14,295
+10,873
244
$900K 0.08%
16,094
-3,066
245
$896K 0.08%
6,224
+259
246
$886K 0.08%
+10,083
247
$878K 0.08%
4,996
-2,346
248
$861K 0.07%
25,952
-9,349
249
$854K 0.07%
2,118
+107
250
$851K 0.07%
2,924
+1,129
8 9
10
11 12