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
301
$532K 0.05%
+11,165
302
$532K 0.05%
8,472
-3,324
303
$525K 0.05%
3,455
-536
304
$500K 0.04%
5,179
+863
305
$495K 0.04%
4,584
-1,064
306
$493K 0.04%
5,214
-9,215
307
$485K 0.04%
1,644
-624
308
$484K 0.04%
353
-45
309
$477K 0.04%
6,900
-30,153
310
$476K 0.04%
48,098
-3,669
311
$471K 0.04%
4,477
-426
312
$471K 0.04%
6,954
+2,825
313
$464K 0.04%
+6,017
314
$459K 0.04%
16,616
-334
315
$449K 0.04%
3,035
-1,043
316
$442K 0.04%
1,409
-408
317
$429K 0.04%
+6,983
318
$426K 0.04%
+7,483
319
$416K 0.04%
2,841
-826
320
$412K 0.04%
3,938
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321
$407K 0.04%
1,640
-578
322
$406K 0.03%
6,495
-6,120
323
$401K 0.03%
4,683
+1,821
324
$401K 0.03%
1,722
+324
325
$400K 0.03%
2,271
-19,465
11 12
13
14 15