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
76
$3.64M 0.31%
29,990
-1,364
77
$3.61M 0.31%
1,360
-747
78
$3.6M 0.31%
225,487
-17,127
79
$3.49M 0.3%
15,799
-2,274
80
$3.49M 0.3%
8,811
-1,644
81
$3.47M 0.3%
21,948
+17,982
82
$3.47M 0.3%
+28,800
83
$3.39M 0.29%
39,039
-5,568
84
$3.34M 0.29%
44,000
+1,102
85
$3.34M 0.29%
15,562
+1,317
86
$3.31M 0.29%
28,108
-23,854
87
$3.24M 0.28%
10,532
-4,309
88
$3.22M 0.28%
40,157
-45,024
89
$3.21M 0.28%
9,950
+1,235
90
$3.21M 0.28%
35,944
+31,071
91
$3.18M 0.27%
68,664
-14,842
92
$3.16M 0.27%
7,174
-1,008
93
$3.15M 0.27%
188,870
+171,308
94
$3.14M 0.27%
73,780
+23,561
95
$3.13M 0.27%
27,508
-9,863
96
$3.11M 0.27%
18,805
-4,293
97
$3.08M 0.26%
4,471
-615
98
$3.06M 0.26%
10,152
-1,450
99
$3.04M 0.26%
23,302
+13,619
100
$3.01M 0.26%
27,953
-2,353
2 3
4
5 6