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
$5.12B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$72.7M
2
+$51M
3
+$48.5M
4
AMZN icon
Amazon
AMZN
+$28.3M
5
CASH icon
Pathward Financial
CASH
+$27.3M

Top Sells

1
+$19.4M
2
+$15.8M
3
+$14M
4
TWLO icon
Twilio
TWLO
+$9.91M
5
CAT icon
Caterpillar
CAT
+$8.59M

Sector Composition

1 Technology 36.64%
2 Financials 16.7%
3 Consumer Discretionary 11.96%
4 Healthcare 9.55%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$549B
$22.7M 0.44%
80,355
+18,570
TPR icon
52
Tapestry
TPR
$26.7B
$22.6M 0.44%
+200,900
ADBE icon
53
Adobe
ADBE
$122B
$21.6M 0.42%
60,089
+27,168
ADSK icon
54
Autodesk
ADSK
$56.3B
$21.4M 0.42%
66,474
-21,611
PG icon
55
Procter & Gamble
PG
$338B
$21.2M 0.42%
138,335
+43,190
TSN icon
56
Tyson Foods
TSN
$21.2B
$21.1M 0.41%
387,714
+204,482
EBAY icon
57
eBay
EBAY
$42B
$20.8M 0.41%
227,244
-23,303
UNH icon
58
UnitedHealth
UNH
$300B
$20.5M 0.4%
59,317
+2,218
WFC icon
59
Wells Fargo
WFC
$273B
$20.4M 0.4%
240,565
+44,267
ITW icon
60
Illinois Tool Works
ITW
$76.4B
$20M 0.39%
76,587
+18,801
AMD icon
61
Advanced Micro Devices
AMD
$377B
$19.7M 0.39%
122,305
+12,837
GS icon
62
Goldman Sachs
GS
$289B
$19.6M 0.38%
24,339
+2,984
CRM icon
63
Salesforce
CRM
$213B
$19.3M 0.38%
78,838
+15,719
CCI icon
64
Crown Castle
CCI
$39.6B
$19M 0.37%
197,804
+46,693
TROW icon
65
T. Rowe Price
TROW
$23.2B
$19M 0.37%
183,267
+168,594
MRK icon
66
Merck
MRK
$270B
$18.6M 0.36%
236,544
+50,206
STT icon
67
State Street
STT
$35.8B
$18.2M 0.36%
155,548
+15,047
BKNG icon
68
Booking.com
BKNG
$165B
$17.9M 0.35%
3,273
+586
KO icon
69
Coca-Cola
KO
$303B
$17.7M 0.35%
267,398
+20,141
KLAC icon
70
KLA
KLAC
$206B
$17.6M 0.34%
16,532
-3,922
DIS icon
71
Walt Disney
DIS
$199B
$17.4M 0.34%
151,590
+34,746
MU icon
72
Micron Technology
MU
$408B
$17.3M 0.34%
105,795
+28,923
PEP icon
73
PepsiCo
PEP
$200B
$17.2M 0.34%
122,488
+24,358
LRCX icon
74
Lam Research
LRCX
$280B
$16.8M 0.33%
128,092
-24,757
UBER icon
75
Uber
UBER
$176B
$16.8M 0.33%
168,482
+37,849
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3
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