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Matthew J. Viverette

@Vista Investment Management

Latest period2024 - Q3ReportedManaged Assets$265.315MTotal holdings173
Assets growth rate7.46%Assets growth rate (2-Q avg)4%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Vista Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 265.315M in assets, with a quarterly growth rate of 7.46% and a 2-quarter average growth rate of 4%. The portfolio is managed by Matthew J. Viverette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Plc
Recent Activity
New Position
0.75%
$1.986M
13,155 shares@ $151.0 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.12%
$302,296
16,071 shares@ $18.82 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.11%
$273,357
1,574 shares@ $173.68 avg price
HDHome Depot Inc
Recent Activity
New Position
0.09%
$215,972
533 shares@ $405.21 avg price
XPHSpdr Ser Tr
Recent Activity
New Position
0.09%
$215,856
4,866 shares@ $44.37 avg price
KVUEKenvue Inc
Recent Activity
New Position
0.09%
$213,026
9,210 shares@ $23.13 avg price