VIM

Vinva Investment Management Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.33%
This Quarter Est. Return
1 Year Est. Return
+28.33%
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
1
$90.2M 7.77%
475,847
-55,395
2
$71.1M 6.12%
212,061
-24,136
3
$35.1M 3.02%
274,445
-23,166
4
$30.5M 2.63%
747,460
-84,810
5
$23.2M 1.99%
194,450
-4,217
6
$20.7M 1.78%
172,612
-7,654
7
$19.7M 1.69%
69,866
-2,072
8
$16.8M 1.45%
65,426
-6,133
9
$13.3M 1.15%
27,989
-3,728
10
$13M 1.12%
38,694
-4,369
11
$12.8M 1.1%
77,950
+21,067
12
$11.7M 1.01%
77,247
+2,789
13
$11.5M 0.99%
49,078
-5,913
14
$11.3M 0.97%
24,270
-1,405
15
$11.1M 0.95%
128,170
-13,190
16
$11M 0.95%
49,311
+44,055
17
$10.8M 0.93%
71,968
-6,715
18
$10.2M 0.88%
140,196
-28,248
19
$10.2M 0.88%
95,346
+30,099
20
$10.1M 0.87%
107,946
+31,821
21
$9.93M 0.85%
25,610
-3,453
22
$9.89M 0.85%
68,952
-6,695
23
$9.57M 0.82%
127,408
-2,467
24
$9.38M 0.81%
7,122
-953
25
$9M 0.77%
+66,106