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
351
$276K 0.02%
217
-73
352
$274K 0.02%
3,288
-14,218
353
$271K 0.02%
5,297
-942
354
$267K 0.02%
+7,566
355
$258K 0.02%
1,175
-130
356
$256K 0.02%
2,351
-309
357
$255K 0.02%
1,803
-792
358
$241K 0.02%
1,945
-546
359
$233K 0.02%
629
-2,599
360
$231K 0.02%
5,860
-855
361
$231K 0.02%
6,043
+49
362
$229K 0.02%
4,945
-66,392
363
$202K 0.02%
2,355
-1,491
364
$185K 0.02%
+11,036
365
$119K 0.01%
16,065
+4,629
366
– –
-3,993
367
– –
-8,964
368
– –
-13,813
369
– –
-6,681
370
– –
-9,385
371
– –
-7,620
372
– –
-14,108
373
– –
-2,523
374
– –
-2,822
375
– –
-9,605
13 14
15
16 17