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
151
$1.87M 0.16%
16,643
-2,310
152
$1.86M 0.16%
15,988
-107
153
$1.86M 0.16%
8,124
-1,308
154
$1.85M 0.16%
23,043
-135
155
$1.84M 0.16%
31,938
-43,282
156
$1.84M 0.16%
+12,637
157
$1.83M 0.16%
10,607
-1,795
158
$1.8M 0.15%
8,309
-652
159
$1.8M 0.15%
23,208
+9,663
160
$1.77M 0.15%
19,198
-1,651
161
$1.76M 0.15%
9,017
-1,864
162
$1.75M 0.15%
21,116
-2,758
163
$1.75M 0.15%
12,813
+2,060
164
$1.74M 0.15%
17,624
-12,664
165
$1.73M 0.15%
18,746
-3,995
166
$1.72M 0.15%
3,884
-419
167
$1.7M 0.15%
42,592
+5,820
168
$1.69M 0.15%
4,913
-680
169
$1.68M 0.14%
3,851
-15,167
170
$1.66M 0.14%
+16,311
171
$1.64M 0.14%
12,851
+2,325
172
$1.6M 0.14%
3,795
-626
173
$1.57M 0.14%
7,621
+271
174
$1.5M 0.13%
35,968
-4,118
175
$1.5M 0.13%
11,026
-10,471
5 6
7
8 9