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
$1.78B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.47M
3
+$8.09M
4
MAS icon
Masco
MAS
+$7.58M
5
MSFT icon
Microsoft
MSFT
+$7M

Top Sells

1
+$9.7M
2
+$8.21M
3
+$6.01M
4
FICO icon
Fair Isaac
FICO
+$5.56M
5
PHM icon
Pultegroup
PHM
+$5.54M

Sector Composition

1 Technology 31.78%
2 Financials 15.39%
3 Healthcare 12.72%
4 Consumer Discretionary 12.52%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 6.01%
254,735
+16,633
2
$96.5M 5.42%
562,862
+20,110
3
$86.6M 4.86%
958,940
+48,070
4
$64.4M 3.61%
356,885
+33,037
5
$41.4M 2.32%
85,300
+6,573
6
$34.7M 1.95%
230,189
+15,859
7
$31.6M 1.77%
207,550
+16,688
8
$23.1M 1.3%
29,735
+1,637
9
$22M 1.23%
165,910
-4,870
10
$19.4M 1.09%
96,704
+15,221
11
$17.8M 1%
153,135
+19,031
12
$17.1M 0.96%
61,374
+1,173
13
$16.5M 0.93%
33,448
+1,165
14
$16.2M 0.91%
76,157
-1,517
15
$15.7M 0.88%
32,500
+2,548
16
$15.5M 0.87%
269,789
+25,800
17
$14.8M 0.83%
62,819
+4,295
18
$14.8M 0.83%
81,242
+2,729
19
$14.7M 0.83%
88,403
+50,874
20
$14.6M 0.82%
92,153
+8,260
21
$12.8M 0.72%
96,951
+8,900
22
$12.5M 0.7%
118,505
+76,471
23
$12.4M 0.7%
70,801
-5,877
24
$12.3M 0.69%
75,681
-6,157
25
$11.8M 0.66%
30,704
+9,291
1
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