VIM
Vinva Investment Management Portfolio holdings
AUM
$5.12B
1-Year Est. Return
31.32%
1 Year Est. Return
+31.32%
AUM
$3.85B
AUM Growth
+$1.33B
(+53%)
Holding
449
Top Buys
| 1 | +$74.4M | |
| 2 | +$67.4M | |
| 3 | +$59.2M | |
| 4 |
Amazon
AMZN
|
+$38.2M |
| 5 |
Pathward Financial
CASH
|
+$28.5M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$11.6M | |
| 3 | +$11.1M | |
| 4 |
Pinterest
PINS
|
+$7.97M |
| 5 |
SS&C Technologies
SSNC
|
+$7.05M |
Sector Composition
| 1 | Technology | 35.78% |
| 2 | Financials | 17.13% |
| 3 | Consumer Discretionary | 11.66% |
| 4 | Healthcare | 10.27% |
| 5 | Communication Services | 7.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AT&T
T
$183B
| $13.2M | 0.34% |
471,149
+103,674
|
|
||
77
Caterpillar
CAT
$259B
| $13M | 0.34% |
33,785
+10,270
|
|
||
78
Oracle
ORCL
$635B
| $13M | 0.34% |
61,785
+27,495
|
|
||
79
Verizon
VZ
$173B
| $12.9M | 0.33% |
304,055
+29,290
|
|
||
80
PepsiCo
PEP
$199B
| $12.9M | 0.33% |
98,130
+22,945
|
|
||
81
Adobe
ADBE
$140B
| $12.7M | 0.33% |
32,921
+10,292
|
|
||
82
GE Aerospace
GE
$322B
| $12M | 0.31% |
47,250
+15,164
|
|
||
83
Uber
UBER
$190B
| $12M | 0.31% |
130,633
+26,535
|
|
||
84
Citigroup
C
$180B
| $11.9M | 0.31% |
140,626
+40,985
|
|
||
85
American Tower
AMT
$84.8B
| $11.6M | 0.3% |
53,460
+21,514
|
|
||
86
Bristol-Myers Squibb
BMY
$95B
| $11.3M | 0.29% |
243,260
+138,135
|
|
||
87
S&P Global
SPGI
$150B
| $11.2M | 0.29% |
21,723
+5,326
|
|
||
88
United Therapeutics
UTHR
$19.9B
| $11.2M | 0.29% |
39,466
+30,734
|
|
||
89
Royal Caribbean
RCL
$69B
| $11.1M | 0.29% |
35,922
+22,665
|
|
||
90
Expedia Group
EXPE
$32.4B
| $10.9M | 0.28% |
63,919
-64,863
|
|
||
91
Thermo Fisher Scientific
TMO
$217B
| $10.8M | 0.28% |
26,453
+6,150
|
|
||
92
GE Vernova
GEV
$151B
| $10.7M | 0.28% |
20,557
+9,475
|
|
||
93
PG&E
PCG
$36.2B
| $10.6M | 0.27% |
755,322
+658,523
|
|
||
94
Charles Schwab
SCHW
$169B
| $10.3M | 0.27% |
114,881
+28,045
|
|
||
95
Amgen
AMGN
$181B
| $10.2M | 0.27% |
36,950
+9,178
|
|
||
96
Tyson Foods
TSN
$19.1B
| $10.2M | 0.26% |
183,232
+28,879
|
|
||
97
Morgan Stanley
MS
$263B
| $10.1M | 0.26% |
71,931
+34,834
|
|
||
98
Linde
LIN
$198B
| $10.1M | 0.26% |
21,786
+4,373
|
|
||
99
Vertiv
VRT
$65.4B
| $10.1M | 0.26% |
78,715
+7,127
|
|
||
100
Veeva Systems
VEEV
$47.8B
| $9.89M | 0.26% |
34,898
+8,811
|
|