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
$1.07B
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$4.72M
2 +$4.6M
3 +$4.19M
4
BK icon
Bank of New York Mellon
BK
+$4.06M
5
HPE icon
Hewlett Packard
HPE
+$3.98M

Top Sells

1 +$13.3M
2 +$12.8M
3 +$10.1M
4
MTD icon
Mettler-Toledo International
MTD
+$7.03M
5
FTNT icon
Fortinet
FTNT
+$4.36M

Sector Composition

1 Technology 30.31%
2 Financials 14.5%
3 Consumer Discretionary 12.52%
4 Healthcare 12.06%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79.4M 7.41%
465,110
-10,737
2
$65.1M 6.08%
207,544
-4,517
3
$34.4M 3.21%
273,053
-1,392
4
$32.1M 3%
745,450
-2,010
5
$25.8M 2.4%
194,749
+299
6
$23.8M 2.22%
178,732
+6,120
7
$21.5M 2.01%
70,819
+953
8
$16.4M 1.53%
66,497
+1,071
9
$13M 1.21%
23,902
-368
10
$12.8M 1.2%
35,987
-2,707
11
$12.1M 1.13%
101,231
+5,885
12
$11.3M 1.05%
48,784
-294
13
$11.3M 1.05%
46,849
-2,462
14
$11M 1.03%
134,650
-5,546
15
$10.9M 1.02%
131,000
+2,830
16
$10.8M 1.01%
70,809
+17,752
17
$10.4M 0.97%
71,322
-646
18
$10.2M 0.96%
25,628
+18
19
$10M 0.93%
59,261
-17,986
20
$9.45M 0.88%
64,020
-4,932
21
$9.25M 0.86%
121,309
+31,215
22
$9.12M 0.85%
70,886
+4,780
23
$8.96M 0.84%
209,845
+95,146
24
$8.87M 0.83%
103,444
+38,667
25
$7.88M 0.74%
70,312
+32,306