VIM
Vinva Investment Management Ltd. Portfolio
Invests via Vinva Investment Management Ltd. | Managed by Morry Waked, Nick Burt, Steve Malin, Trent Larcombe
Invests via Vinva Investment Management Ltd.
Managed by Morry Waked, Nick Burt, Steve Malin, Trent Larcombe
Automatically Tracked
Company Profile
Vinva Investment Management Ltd. is an Australian investment firm specializing in systematic and quantitative asset management solutions. Founded by a team of experienced financial professionals, it employs cutting-edge technology to drive its investment process across diverse market segments. The firm focuses on delivering bespoke strategies tailored to meet the nuanced needs of institutional investors and family offices, establishing itself as a thought leader in quantitative finance. By harnessing data-driven insights, Vinva contributes significantly to enhancing portfolio performance while adapting to the dynamic shifts within global markets.
Vinva Investment Management Ltd. is an Australian investment firm specializing in systematic and quantitative asset management solutions. Founded by a team of experienced financial professionals, it employs cutting-edge technology to drive its investment process across diverse market segments. The firm focuses on delivering bespoke strategies tailored to meet the nuanced needs of institutional investors and family offices, establishing itself as a thought leader in quantitative finance. By harnessing data-driven insights, Vinva contributes significantly to enhancing portfolio performance while adapting to the dynamic shifts within global markets.
Investment Philosophy & Strategy
In an era where data informs decisions, Vinva Investment Management Ltd. leverages sophisticated quantitative methodologies to unearth value across asset classes. With a focus on innovative strategies, this Australian investment firm tailors its approach to resonate with institutional investors and family offices seeking both precision and adaptability in their portfolios. The leadership emphasizes the importance of technological integration, enabling them to navigate shifting market conditions adeptly. By pursuing systematic investments guided by rigorous analysis, the firm aspires not only to enhance returns but also to redefine benchmarks within the asset management landscape.
In an era where data informs decisions, Vinva Investment Management Ltd. leverages sophisticated quantitative methodologies to unearth value across asset classes. With a focus on innovative strategies, this Australian investment firm tailors its approach to resonate with institutional investors and family offices seeking both precision and adaptability in their portfolios. The leadership emphasizes the importance of technological integration, enabling them to navigate shifting market conditions adeptly. By pursuing systematic investments guided by rigorous analysis, the firm aspires not only to enhance returns but also to redefine benchmarks within the asset management landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
108.76%
Gain +1.14%
Monthly
2.15%
Yearly
29.15%
Drawdown
25.77%
$68.32B
Equity
Holdings
$68.32B
Investment
$64.02B
$4.61B
Profit -$776.08M
Realized
$308.98M
Unrealized
$4.3B
Dividends
$118.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.14%
Profit
-$776.08M
Win %
69%
This Week
Compared To Last Week
Gain
2.33%
Profit
$1.56B
Win %
69%
This Month
Compared to last month
Gain
0.51%
Profit
$347.39M
Win %
69%
This Year
Compared to last year
Gain
7.26%
Profit
$4.12B
Win %
66%
TER Teradyne, Inc.
+11.61%
+$4.22M 
WDC Western Digital Corporation
+11.17%
+$3.06M 
SNDK SanDisk Corporation
+10.53%
+$216,291.95 
HAS Hasbro Inc.
+9.85%
+$63,588.99 
MMM 3M Company
+9.45%
+$509,400.84 
FGI FGI Industries Ltd.
+9.26%
+$2,494.44 
STX Seagate Technology Holdings plc
+8.92%
+$2.78M 
COHR Coherent Corp.
+8.84%
+$382,588.07 
UCTT Ultra Clean Holdings, Inc.
+8.37%
+$71,186.15 
MU Micron Technology, Inc.
+8.32%
+$11.43M 
LITE Lumentum Holdings Inc.
+8.13%
+$31,856.65 
HOOD Robinhood Markets, Inc.
+7.91%
+$77,330.35 
AMAT Applied Materials, Inc.
+7.6%
+$4.23M 
CIEN Ciena Corporation
+7.24%
+$431,364.34 
INTC Intel Corporation
+6.84%
+$677,864.52 
PENG Penguin Solutions, Inc.
+5.99%
+$80,557.07 
MRVL Marvell Technology, Inc.
+5.98%
+$4.69M 
DELL Dell Technologies Inc.
+5.77%
+$155,778.72 
GLW Corning Incorporated
+5.61%
+$46,506.21 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.6%
+$570,970.48 
LUMN Lumen Technologies Inc.
+5.41%
+$9,818.35 
AMD Advanced Micro Devices, Inc.
+5.21%
+$5.09M 
SWKS Skyworks Solutions Inc.
+4.87%
+$76,172.16 
FCX Freeport-McMoRan Inc.
+4.83%
+$607,751.48 
ENTG Entegris, Inc.
+4.63%
+$119,068.09 
LRCX Lam Research Corporation
+4.44%
+$2.48M 
ANET Arista Networks, Inc.
+4.13%
+$774,401.35 
KLAC KLA Corporation
+4.09%
+$1.78M 
GM General Motors Company
+4%
+$1.86M 
ORLY O'Reilly Automotive Inc.
+3.85%
+$37,888.5 
ON ON Semiconductor Corporation
+3.81%
+$27,373.5 
TSLA Tesla, Inc.
+3.69%
+$3.99M 
KEYS Keysight Technologies, Inc.
+3.62%
+$72,809.24 
P Everpure Inc.
+3.48%
+$410,820.66 
MPWR Monolithic Power Systems, Inc.
+3.44%
+$14,647.98 
REAL The RealReal, Inc.
+3.3%
+$12,315.8 
JBL Jabil Inc.
+3.27%
+$2.58M 
VRT Vertiv Holdings Co
+3.16%
+$1.37M 
ILMN Illumina, Inc.
+3.13%
+$130,975.03 
TXN Texas Instruments Inc
+3.13%
+$298,686.81 
NEM Newmont Corporation
+3.1%
+$1.01M 
ORCL Oracle Corporation
+3.03%
+$268,967.52 
APH Amphenol Corporation
+3%
+$501,170.63 
IBKR Interactive Brokers Group Inc.
+2.97%
+$194,131.73 
NIU Niu Technologies
+2.95%
+$41,183.17 
WWD Woodward Inc.
+2.93%
+$5,603.15 
WAT Waters Corporation
+2.9%
+$39,495.86 
ATI ATI Inc.
+2.9%
+$30,223.8 
NTAP NetApp, Inc.
+2.81%
+$2.44M 
RIG Transocean Ltd.
+2.79%
+$13,162.38 
FTAI FTAI Aviation Ltd.
+2.77%
+$20,579.09 
NVT nVent Electric plc
+2.77%
+$44,285.67 
NBIX Neurocrine Biosciences Inc.
+2.7%
+$350,698.32 
FIX Comfort Systems USA, Inc.
+2.62%
+$420,596.68 
Q Qnity Electronics Inc.
+2.59%
+$125,756.3 
CAT Caterpillar Inc.
+2.59%
+$439,508.36 
C Citigroup Inc.
+2.56%
+$1.01M 
CDNS Cadence Design Systems, Inc.
+2.55%
+$32,323.24 
UPS United Parcel Service, Inc.
+2.44%
+$77,144.76 
ADI Analog Devices, Inc.
+2.35%
+$448,980.66 
TEL TE Connectivity plc
+2.25%
+$446,259.22 
BCRX BioCryst Pharmaceuticals Inc.
+2.25%
+$8,265.81 
UNH UnitedHealth Group Incorporated
+2.22%
+$637,141.67 
LEA Lear Corporation
+2.19%
+$6,305.78 
NXPI NXP Semiconductors N.V.
+2.15%
+$68,317.6 
CMI Cummins Inc.
+2.14%
+$34,518.85 
CEG Constellation Energy Corporation
+2.13%
+$152,480.45 
RDDT Reddit Inc Class A
+2.08%
+$53,013.74 
INCY Incyte Corporation
+2.06%
+$714,963.9 
MC Moelis & Company
+2.06%
+$5,731.14 
BWA BorgWarner Inc.
+2.01%
+$4,220.96 
COLL Collegium Pharmaceutical Inc.
+1.98%
+$10,422.75 
MS Morgan Stanley
+1.97%
+$552,920.41 
A Agilent Technologies Inc.
+1.94%
+$16,766.38 
JEF Jefferies Financial Group Inc.
+1.94%
+$21,368.97 
APA APA Corporation
+1.91%
+$17,565.31 
VST Vistra Corp
+1.81%
+$65,531.18 
DLR Digital Realty Trust, Inc.
+1.78%
+$47,366.85 
EXTR Extreme Networks, Inc.
+1.78%
+$14,528.16 
AVGO Broadcom Inc.
+1.77%
+$4.29M 
HON Honeywell International Inc.
+1.72%
+$5,388.73 
DD DuPont de Nemours, Inc.
+1.67%
+$7,152.52 
GS The Goldman Sachs Group, Inc.
+1.64%
+$694,424.11 
JAZZ Jazz Pharmaceuticals plc
+1.61%
+$43,620.93 
OVV Ovintiv Inc.
+1.57%
+$32,760 
R Ryder System Inc.
+1.55%
+$11,092.95 
XOM Exxon Mobil Corporation
+1.54%
+$638,364.98 
TDY Teledyne Technologies Incorporated
+1.53%
+$52,970.15 
CHYM Chime Financial, Inc. – Class A Common Stock
+1.53%
+$4,418.65 
NU Nu Holdings Ltd.
+1.5%
+$32,533.62 
CHRW C.H. Robinson Worldwide, Inc.
+1.49%
+$11,420.4 
HWM Howmet Aerospace Inc.
+1.48%
+$827,084.18 
APP AppLovin Corporation Class A Common Stock
+1.48%
+$165,979.76 
ANAB AnaptysBio Inc.
+1.46%
+$4,832.91 
FLNG Flex LNG Ltd.
+1.44%
+$148,711.2 
JCI Johnson Controls International plc
+1.43%
+$18,682.12 
EQIX Equinix, Inc.
+1.38%
+$194,660.7 
ISRG Intuitive Surgical, Inc.
+1.38%
+$183,712.48 
CRUS Cirrus Logic, Inc.
+1.37%
+$9,750.23 
AA Alcoa Corporation
+1.34%
+$5,125.19 
MTD Mettler-Toledo International Inc.
+1.31%
+$461,925.84 
AER AerCap Holdings N.V.
+1.26%
+$380,930.22 
MRSH Marsh & McLennan Companies, Inc.
+1.26%
+$184,285.46 
EME EMCOR Group, Inc.
+1.25%
+$547,686.56 
AUPH Aurinia Pharmaceuticals Inc.
+1.25%
+$3,032.02 
LLY Eli Lilly and Company
+1.23%
+$1.53M 
ALNY Alnylam Pharmaceuticals Inc
+1.22%
+$121,514.95 
ACM Aecom
+1.17%
+$224,771.14 
EOG EOG Resources, Inc.
+1.16%
+$412,707.64 
QCOM QUALCOMM Incorporated
+1.15%
+$540,736.55 
ZYME Zymeworks Inc.
+1.11%
+$6,330.85 
BIIB Biogen Inc.
+1.1%
+$2,998.8 
VIRT Virtu Financial, Inc.
+1.09%
+$18,934.8 
VTRS Viatris Inc.
+1.09%
+$12,067.74 
JPM JPMorgan Chase & Co.
+1.08%
+$1.42M 
CVS CVS Health Corporation
+1.07%
+$207,391.8 
ETN Eaton Corporation plc
+1.07%
+$182,981.37 
EXPD Expeditors International of Washington, Inc.
+1.06%
+$30,220.32 
NVDA NVIDIA Corporation
+1.06%
+$7.42M 
NTRS Northern Trust Corporation
+1.02%
+$694,544.46 
GRFS Grifols, S.A. American Depositary Receipt
+0.99%
+$3,548.85 
DPZ Domino's Pizza Inc.
+0.97%
+$83,565.24 
PUMP ProPetro Holding Corp.
+0.97%
+$1,467 
CSCO Cisco Systems, Inc.
+0.97%
+$256,975.48 
ROK Rockwell Automation, Inc.
+0.95%
+$137,939.69 
HALO Halozyme Therapeutics Inc.
+0.95%
+$23,612.61 
CHTR Charter Communications Inc
+0.95%
+$7,792.05 
CI The Cigna Group
+0.94%
+$96,102.12 
KMRK K-Tech Solutions Company Limited
+0.94%
+$2,367.11 
RTX RTX Corporation
+0.91%
+$132,670.35 
BAC Bank of America Corporation
+0.9%
+$547,303.71 
PH Parker-Hannifin Corporation
+0.9%
+$174,592.17 
NRG NRG Energy, Inc.
+0.88%
+$33,316.65 
COP ConocoPhillips
+0.84%
+$42,498.3 
CW Curtiss-Wright Corporation
+0.84%
+$59,429.5 
ABBV AbbVie Inc.
+0.83%
+$573,753.54 
CWK Cushman & Wakefield Ltd.
+0.8%
+$4,214.18 
MYRG Myr Group Inc.
+0.79%
+$3,658 
STT State Street Corp
+0.79%
+$39,088.8 
DOV Dover Corporation
+0.78%
+$5,088.92 
ARE Alexandria Real Estate Equities, Inc.
+0.78%
+$9,884.19 
ASND Ascendis Pharma A/S
+0.78%
+$11,160.24 
WFC Wells Fargo & Company
+0.77%
+$296,097.23 
ADPT Adaptive Biotechnologies Corporation
+0.76%
+$551.02 
BNY BlackRock New York Municipal Income Trust
+0.76%
+$123,072.62 
MDB MongoDB Inc.
+0.7%
+$101,136.68 
EXEL Exelixis Inc.
+0.7%
+$19,189.56 
CNXC Concentrix Corporation
+0.7%
+$4,852.48 
MPC Marathon Petroleum Corporation
+0.7%
+$193,246.82 
MRK Merck & Co., Inc.
+0.7%
+$222,940.98 
RJF Raymond James Financial Inc.
+0.7%
+$62,426.04 
ANIP Ani Pharmaceuticals Inc.
+0.69%
+$1,801.88 
BSVN Bank7 Corp
+0.68%
+$6,333.18 
JLL Jones Lang LaSalle Inc.
+0.68%
+$12,028.62 
GEV GE Vernova Inc.
+0.68%
+$257,375.35 
AMN Amn Healthcare Services Inc.
+0.65%
+$2,171.84 
AMGN Amgen Inc.
+0.62%
+$163,094.24 
SNOW Snowflake Inc.
+0.61%
+$37,881.8 
SCHW Charles Schwab Corporation
+0.6%
+$125,435.3 
BX Blackstone Inc.
+0.6%
+$16,191.08 
JNJ Johnson & Johnson
+0.6%
+$346,380.69 
EQT EQT Corporation
+0.6%
+$10,925.62 
DXC Dxc Technology Co.
+0.59%
+$1,101.98 
T AT&T Inc.
+0.57%
+$135,177.62 
ULTA Ulta Beauty Inc.
+0.53%
+$14,435.82 
BLK BlackRock, Inc.
+0.52%
+$49,831.32 
TDOC Teladoc Health Inc.
+0.52%
+$2,302.15 
PLD Prologis Inc.
+0.47%
+$88,727.8 
WELL Welltower Inc.
+0.47%
+$8,545.65 
LYFT Lyft Inc.
+0.45%
+$2,804.55 
EXE Expand Energy Corporation
+0.45%
+$14,402.7 
PWR Quanta Services Inc.
+0.45%
+$2,647.98 
PFE Pfizer Inc.
+0.44%
+$47,090.89 
KKR KKR & Co. Inc.
+0.42%
+$1,934.79 
BMRN Biomarin Pharmaceutical Inc.
+0.41%
+$5,351.05 
BKR Baker Hughes Company
+0.38%
+$50,360.94 
KDP Keurig Dr Pepper Inc.
+0.38%
+$3,560.17 
DVN Devon Energy Corporation
+0.38%
+$218,913.26 
CDW CDW Corporation
+0.37%
+$1,386.26 
HUBB Hubbell Inc.
+0.37%
+$4,066.86 
AME Ametek Inc.
+0.32%
+$18,477.06 
GD General Dynamics Corporation
+0.29%
+$4,413.91 
BALL Ball Corp.
+0.27%
+$987.87 
JBHT J.B. Hunt Transport Services, Inc.
+0.27%
+$6,244.24 
FIVN Five9 Inc.
+0.26%
+$3,724.38 
UTHR United Therapeutics Corporation
+0.24%
+$87,130.1 
CAH Cardinal Health Inc.
+0.23%
+$28,026.44 
AAPL Apple Inc.
+0.23%
+$1.54M 
ITW Illinois Tool Works Inc.
+0.22%
+$96,388.89 
ACU Acme United Corporation
+0.21%
+$428.3 
CARG CarGurus, Inc.
+0.21%
+$1,745.03 
CVX Chevron Corporation
+0.19%
+$2,037.54 
CBRE CBRE Group Inc.
+0.19%
+$55,049.02 
TXT Textron Inc.
+0.18%
+$15,240.89 
GE General Electric Company
+0.17%
+$82,075.05 
HLT Hilton Worldwide Holdings Inc.
+0.16%
+$11,498.57 
VSNT Versant Media Group, Inc.
+0.15%
+$262.9 
BMY Bristol-Myers Squibb Company
+0.15%
+$86,871.69 
FTV Fortive Corporation
+0.15%
+$55,673.1 
SE Sea Ltd.
+0.14%
+$14,359.35 
J Jacobs Solutions Inc.
+0.14%
+$2,563.42 
EXPE Expedia Group, Inc.
+0.13%
+$91,864.41 
INTU Intuit Inc.
+0.12%
+$11,675.6 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$11,592.06 
AES AES Corporation
+0.1%
+$394.95 
VRTX Vertex Pharmaceuticals Incorporated
+0.09%
+$4,193.64 
EIX Edison International
+0.08%
+$4,665.96 
META Meta Platforms Inc Class A
+0.07%
+$130,685.86 
CCL Carnival Corporation Ltd.
+0.06%
+$28,336.74 
GGG Graco Inc.
+0.05%
+$837.68 
MIAX Miami International Holdings, Inc.
+0.04%
+$147.01 
UAL United Airlines Holdings, Inc.
+0.02%
+$634.48 
TT Trane Technologies plc
+0.01%
+$415.05 
ATS
0%
$0 
CMCSV Comcast Corp. - WI
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.27 
M Macy's Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TAP-A Molson Coors Beverage Company
0%
$0 
DHR Danaher Corporation
-13.33%
-$812,817.2 
MSCI MSCI Inc.
-10.75%
-$10.23M 
HAL Halliburton Company
-6.44%
-$498,115.3 
TENB Tenable Holdings Inc.
-6.32%
-$36,039.74 
NXTT Next Technology Holding Inc.
-5.11%
-$905.77 
OKTA Okta Inc.
-4.72%
-$691,143.94 
TEAM Atlassian Corporation Class A
-4.03%
-$616,242.58 
CELH Celsius Holdings Inc.
-3.6%
-$8,110.06 
DT Dynatrace, Inc.
-3.44%
-$29,044.4 
TRU TransUnion
-3.33%
-$35,791.23 
ETSY Etsy Inc.
-3.32%
-$16,301.96 
ANF Abercrombie & Fitch Co.
-3.29%
-$24,167.81 
VLTO Veralto Corporation
-2.97%
-$296,164.68 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$28,786.53 
HUBS HubSpot, Inc.
-2.95%
-$700,041.28 
FICO Fair Isaac Corporation
-2.81%
-$148,585.27 
PGR Progressive Corporation
-2.79%
-$275,745 
ALLY Ally Financial Inc.
-2.71%
-$64,921.48 
TWLO Twilio Inc.
-2.56%
-$1.04M 
PNFP Pinnacle Financial Partners Inc.
-2.54%
-$1.06M 
SYF Synchrony Financial
-2.52%
-$195,533.9 
NOC Northrop Grumman Corporation
-2.52%
-$65,320.08 
AEO American Eagle Outfitters, Inc.
-2.45%
-$32,004.47 
RSG Republic Services, Inc.
-2.4%
-$109,116.83 
SPGI S&P Global Inc.
-2.4%
-$489,415.71 
PEGA Pegasystems Inc.
-2.38%
-$27,036.94 
BR Broadridge Financial Solutions, Inc.
-2.27%
-$820,467.6 
WDAY Workday Inc.
-2.18%
-$11,199.69 
DBX Dropbox Inc.
-2.16%
-$26,481.18 
PODD Insulet Corporation
-2.12%
-$812,371.35 
RNG RingCentral Inc.
-2.11%
-$44,698.5 
VRSN Verisign Inc.
-2.09%
-$852,187.05 
XYL Xylem Inc.
-2.06%
-$9,945.06 
TW Tradeweb Markets Inc.
-2.03%
-$620,935.62 
GDDY Godaddy Inc.
-2.02%
-$975,588.48 
WM Waste Management, Inc.
-2.02%
-$57,172.75 
BLKB Blackbaud Inc.
-2%
-$10,039.18 
VSCO Victoria's Secret & Co.
-1.96%
-$22,387.32 
PNR Pentair plc
-1.94%
-$24,053.01 
MCO Moody's Corporation
-1.93%
-$460,619.25 
IT Gartner Inc.
-1.86%
-$55,629.72 
CL Colgate-Palmolive Company
-1.85%
-$2.01M 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$398,958.32 
TMUS T-Mobile US, Inc.
-1.81%
-$217,838.65 
TJX The TJX Companies, Inc.
-1.77%
-$473,110.64 
GPN Global Payments Inc.
-1.77%
-$822,246.69 
EAT Brinker International Inc.
-1.72%
-$4,085.76 
MELI MercadoLibre, Inc.
-1.7%
-$152,688.66 
AON Aon plc
-1.7%
-$164,492.37 
LULU lululemon athletica inc.
-1.66%
-$6,568.84 
PYPL PayPal Holdings Inc
-1.65%
-$18,493.56 
BOX Box Inc.
-1.65%
-$34,489.26 
DXCM DexCom, Inc.
-1.65%
-$40,135.07 
TME Tencent Music Entertainment Group
-1.64%
-$17,164.2 
ADBE Adobe Inc.
-1.62%
-$721,025.3 
JKHY Jack Henry & Associates, Inc.
-1.6%
-$3,287.9 
ACGL Arch Capital Group Ltd
-1.58%
-$217,391.86 
MO Altria Group, Inc.
-1.57%
-$170,224.6 
GRAB Grab Holdings Limited
-1.52%
-$17,405.85 
GILD Gilead Sciences Inc.
-1.5%
-$346,881.73 
OKE ONEOK, Inc.
-1.49%
-$80,087.63 
DOCU DocuSign Inc.
-1.47%
-$32,504.01 
ALL Allstate Corporation
-1.46%
-$258,160.1 
WMB The Williams Companies, Inc.
-1.44%
-$13,085.03 
CMS CMS Energy Corporation
-1.42%
-$33,605.42 
EW Edwards Lifesciences Corporation
-1.42%
-$10,877.53 
FTNT Fortinet Inc.
-1.42%
-$1.36M 
DTE DTE Energy Company
-1.41%
-$170,351.7 
OTIS Otis Worldwide Corporation
-1.4%
-$68,541.75 
ADSK Autodesk, Inc.
-1.39%
-$726,184.95 
SBAC SBA Communications Corporation
-1.39%
-$53,186.6 
LDOS Leidos Holdings Inc.
-1.37%
-$17,594.43 
KEY KeyCorp
-1.37%
-$35,716.8 
VEEV Veeva Systems Inc.
-1.36%
-$110,086.36 
FLG Flagstar Bank, National Association
-1.35%
-$4,605 
MNST Monster Beverage Corporation
-1.35%
-$285,649.08 
WMT Walmart Inc.
-1.34%
-$836,839.5 
CALY BlackRock Short-Term California Muni Bond ETF
-1.32%
-$6,404 
DG Dollar General Corporation
-1.31%
-$131,611.64 
PG Procter & Gamble Co
-1.3%
-$205,176.34 
EBAY eBay Inc.
-1.29%
-$471,702.05 
PEG Public Service Enterprise Group Incorporated
-1.28%
-$78,590.07 
CRM Salesforce Inc
-1.27%
-$272,818.56 
ES Eversource Energy
-1.26%
-$41,701.13 
KMI Kinder Morgan, Inc.
-1.26%
-$161,156.65 
GEN Gen Digital Inc.
-1.26%
-$321,395.32 
IQV IQVIA Holdings Inc.
-1.23%
-$176,326.79 
RMD ResMed Inc.
-1.21%
-$46,298.4 
ED Consolidated Edison, Inc.
-1.21%
-$388,962.67 
IDXX IDEXX Laboratories, Inc.
-1.2%
-$210,112.76 
FERG Ferguson Enterprises Inc
-1.19%
-$13,910.08 
AEE Ameren Corporation
-1.19%
-$20,424.21 
FIS Fidelity National Information Services, Inc.
-1.18%
-$204,156 
SYK Stryker Corporation
-1.18%
-$190,769.29 
SRE Sempra
-1.17%
-$2,942.56 
STE STERIS plc
-1.17%
-$19,450 
GWW W.W. Grainger, Inc.
-1.15%
-$170,286.48 
PSA Public Storage Common Stock
-1.15%
-$58,289.24 
UHT Universal Health Realty Income Trust
-1.14%
-$23,482.5 
SO The Southern Company
-1.14%
-$115,395.84 
MCD McDonald's Corporation
-1.13%
-$11,720.66 
HD The Home Depot, Inc.
-1.1%
-$58,900.52 
SLB Schlumberger Limited
-1.1%
-$73,193.67 
GOOGL Alphabet Inc
-1.09%
-$3.15M 
LNG Cheniere Energy Inc.
-1.08%
-$116,659.81 
MDLZ Mondelez International, Inc.
-1.08%
-$2,302.3 
GOOG Alphabet Inc
-1.06%
-$2.53M 
VICI Vici Properties Inc.
-1.06%
-$188,771.46 
ECL Ecolab Inc.
-1.06%
-$27,835.85 
V Visa Inc. Class A
-1.06%
-$949,896.45 
KR Kroger Co.
-1.04%
-$73,262.22 
ENOV Enovis Corporation
-1.04%
-$6,825.28 
GLPI Gaming and Leisure Properties, Inc.
-1.03%
-$18,141.48 
NOW ServiceNow, Inc.
-1.03%
-$132,383.02 
NDAQ Nasdaq, Inc.
-1.01%
-$403,880.4 
DDOG Datadog, Inc. Class A Common Stock
-1.01%
-$7,857.28 
KMB Kimberly-Clark Corporation
-1%
-$21,265.9 
MSI Motorola Solutions, Inc.
-1%
-$5,364.23 
PM Philip Morris International Inc.
-1%
-$111,210.46 
RF Regions Financial Corporation
-1%
-$4,231.5 
VLY Valley National Bancorp
-0.99%
-$5,199.99 
TRMB Trimble Inc.
-0.98%
-$8,311.68 
MDT Medtronic plc
-0.97%
-$164,898.99 
COST Costco Wholesale Corporation
-0.96%
-$472,286.31 
LMT Lockheed Martin Corporation
-0.95%
-$21,704.8 
SHW The Sherwin-Williams Company
-0.94%
-$5,051.03 
MA Mastercard Incorporated
-0.93%
-$753,157.12 
AWK American Water Works Company, Inc.
-0.93%
-$4,467.68 
IBM International Business Machines Corporation
-0.92%
-$25,920.31 
TGT Target Corporation
-0.91%
-$19,542.76 
CRTO Criteo S.A. American Depositary Receipt
-0.91%
-$6,285.4 
AMZN Amazon.com Inc
-0.91%
-$3.06M 
SIG Signet Jewelers Ltd.
-0.9%
-$1,902.8 
FISV Fiserv, Inc.
-0.89%
-$18,369.18 
LNC Lincoln National Corporation
-0.88%
-$16,460.77 
AXS AXIS Capital Holdings Limited
-0.87%
-$1,371 
DUK Duke Energy Corporation
-0.87%
-$105,494.56 
AMT American Tower Corporation
-0.86%
-$113,839.28 
CCI Crown Castle Inc.
-0.84%
-$16,847.91 
SOLV Solventum Corporation
-0.83%
-$44,874.06 
COF Capital One Financial Corporation
-0.83%
-$116,941.77 
SPOT Spotify Technology S.A.
-0.82%
-$45,112.31 
MET MetLife Inc.
-0.82%
-$130,042.08 
SUI Sun Communities Inc.
-0.81%
-$7,275.97 
EXC Exelon Corporation
-0.81%
-$89,628.8 
PLTR Palantir Technologies Inc.
-0.8%
-$186,109.48 
TDC Teradata Corporation
-0.8%
-$15,167.46 
ZBRA Zebra Technologies Corporation
-0.8%
-$115,796.52 
YELP Yelp Inc.
-0.8%
-$6,356.91 
ICE Intercontinental Exchange, Inc.
-0.8%
-$94,414.21 
PPL PPL Corporation
-0.79%
-$26,782.56 
ACN Accenture plc Class A
-0.79%
-$67,051.38 
TSN Tyson Foods Inc.
-0.78%
-$50,251.95 
HBAN Huntington Bancshares Incorporated
-0.78%
-$141,106.11 
DGX Quest Diagnostics Inc.
-0.75%
-$5,854.68 
CTAS Cintas Corporation
-0.74%
-$70,500 
GPS Gap Inc-The
-0.73%
-$7,347.6 
CBOE Cboe Global Markets Inc.
-0.73%
-$419,631.41 
L Loews Corporation
-0.73%
-$3,370.06 
GTM ZoomInfo Technologies Inc.
-0.73%
-$4,961.92 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$15,950.5 
PRGS Progress Software Corporation
-0.67%
-$3,198.02 
ROST Ross Stores, Inc.
-0.66%
-$169,347.36 
LIN Linde plc
-0.66%
-$171,191.62 
EVRG Evergy Inc.
-0.6%
-$5,602.86 
HEI.A Heico Corporation
-0.58%
-$58,886.99 
FOXA Fox Corporation
-0.57%
-$1,490.28 
AIG American International Group Inc.
-0.55%
-$187,975.04 
BKNG Booking Holdings Inc.
-0.54%
-$291,363.75 
MSFT Microsoft Corp.
-0.54%
-$2.15M 
UBER Uber Technologies, Inc.
-0.54%
-$102,590.28 
ZM Zoom Video Communications, Inc.
-0.54%
-$181,321.56 
KIM Kimco Realty Corporation
-0.54%
-$4,581.67 
PINS Pinterest, Inc. Class A
-0.53%
-$1,645.44 
HEI Heico Corporation
-0.52%
-$45,854.86 
UNP Union Pacific Corporation
-0.51%
-$87,935.04 
TRGP Targa Resources Corp.
-0.51%
-$60,926.82 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$98,013.3 
AXP American Express Company
-0.47%
-$10,061.69 
DECK Deckers Outdoor Corporation
-0.47%
-$169,516.34 
FOX Fox Corporation Class B Common Stock
-0.46%
-$1,153.14 
MCK McKesson Corporation
-0.45%
-$75,745.6 
NEE NextEra Energy, Inc.
-0.45%
-$76,870.55 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$258.48M 
MKL Markel Group Inc.
-0.44%
-$9,406.8 
BSX Boston Scientific Corporation
-0.43%
-$45,000.74 
AGO Assured Guaranty Ltd.
-0.43%
-$2,465.68 
BURL Burlington Stores Inc.
-0.42%
-$6,115.39 
SYY Sysco Corporation
-0.41%
-$22,421.52 
AAL American Airlines Group Inc.
-0.4%
-$1,805.76 
ABT Abbott Laboratories
-0.34%
-$64,855.35 
LHX L3Harris Technologies, Inc.
-0.34%
-$4,259.76 
LUV Southwest Airlines Co.
-0.32%
-$5,945.49 
HR Healthcare Realty Trust Incorporated
-0.31%
-$1,932.52 
TDG TransDigm Group Inc.
-0.29%
-$17,818.14 
CB Chubb Limited
-0.26%
-$42,389.05 
JXN Jackson Financial Inc.
-0.21%
-$3,566.68 
DIS The Walt Disney Company
-0.21%
-$24,616 
TFC Truist Financial Corporation
-0.18%
-$60,007.23 
BFH Bread Financial Holdings Inc.
-0.16%
-$2,851.2 
PEP PepsiCo, Inc.
-0.15%
-$52,778.24 
VLO Valero Energy Corporation
-0.15%
-$19,468.32 
PCRX Pacira BioSciences Inc.
-0.14%
-$230.09 
VZ Verizon Communications Inc.
-0.09%
-$26,464.08 
TPR Tapestry Inc.
-0.09%
-$68,074.5 
RCL Royal Caribbean Group
-0.09%
-$6,877.5 
USB U.S. Bancorp
-0.09%
-$3,921.72 
KO The Coca-Cola Company
-0.09%
-$32,638.69 
EA Electronic Arts Inc.
-0.08%
-$11,854.93 
TVTX Travere Therapeutics Inc.
-0.08%
-$692.55 
AMP Ameriprise Financial, Inc.
-0.07%
-$13,256.69 
CFG Citizens Financial Group, Inc.
-0.06%
-$28,005.72 
ALB Albemarle Corporation
-0.05%
-$480.54 
COR Cencora, Inc.
-0.05%
-$6,032.9 
VIPS Vipshop Holdings Ltd - ADR
-0.03%
-$1,030.03 
NFLX Netflix, Inc.
-0.02%
-$9,191.62 Events
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Dividends
Dividend Analysis
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| Trades 5133 | Longs Won 3074/5133 59% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $38.61M |
| Average Win $1.69M | Best Trade (Jul 29) $3.93B | Sharpe Ratio -7.79 |
| Average Loss -$281,566.35 | Worst Trade (Jul 30) -$39.63M | Z-Score 5.39 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $898,642.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Vinva Investment Management Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $56.98M, Alphabet Inc - $38.88M, AppLovin Corporation Class A Common Stock - $20.13M, Western Digital Corporation - $19.48M, and BlackRock New York Municipal Income Trust - $7.02M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Sea Ltd - $10.6M, DocuSign Inc - $8.58M, Nutanix, Inc - $6.9M, Booz Allen Hamilton Holding Corporation - $3.91M, and Wix.com Ltd - $3.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vinva Investment Management Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $118.49M earned over time. The largest contributors to dividend income include Microsoft Corp - $4.54M, Apple Inc - $3.02M, Verizon Communications Inc - $2.94M, JPMorgan Chase & Co - $2.63M, and AbbVie Inc - $2.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vinva Investment Management Ltd.'s monthly returns?
Vinva Investment Management Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Vinva Investment Management Ltd.'s strategy be considered aggressive or moderate?
Vinva Investment Management Ltd.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Vinva Investment Management Ltd.'s strategy?
Vinva Investment Management Ltd.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
