VIM

Vinva Investment Management Portfolio holdings

AUM $8.02B
1-Year Est. Return 28.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.3M
3
+$12.9M
4
MSFT icon
Microsoft
MSFT
+$10.9M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

1
+$4.19M
2
+$3.95M
3
+$3.95M
4
RCL icon
Royal Caribbean
RCL
+$3.69M
5
STLD icon
Steel Dynamics
STLD
+$3.65M

Sector Composition

1 Technology 31.76%
2 Financials 14.39%
3 Healthcare 12.74%
4 Consumer Discretionary 12.55%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 7.15%
542,752
+77,642
2
$89.4M 6.08%
238,102
+30,558
3
$49.7M 3.38%
323,848
+50,795
4
$45.1M 3.07%
910,870
+165,420
5
$30.1M 2.05%
214,330
+19,581
6
$28.2M 1.92%
78,727
+7,908
7
$27M 1.84%
190,862
+12,130
8
$19.4M 1.32%
76,678
+10,181
9
$19.2M 1.31%
170,780
+39,780
10
$16.9M 1.15%
+32,283
11
$16.3M 1.11%
28,098
+4,196
12
$15.7M 1.07%
60,201
+11,417
13
$13.9M 0.95%
58,524
+11,675
14
$13.9M 0.94%
81,483
+17,463
15
$13.4M 0.91%
134,104
+32,873
16
$13.3M 0.91%
77,674
+6,788
17
$13.1M 0.89%
+83,893
18
$12.8M 0.87%
29,952
+4,324
19
$12.7M 0.87%
243,989
+34,144
20
$12.5M 0.85%
81,125
+30,186
21
$12.1M 0.83%
78,513
+7,704
22
$11.9M 0.81%
81,838
+10,516
23
$11M 0.75%
105,909
-15,400
24
$10.1M 0.69%
28,326
-7,661
25
$9.84M 0.67%
132,911
-1,739
1
2 3 4 5