Matthew J. Viverette

@Vista Investment Management

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$265.315M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TELTe Connectivity Ltd Recent Activity Exited	0%	$1.959M 13,020 shares@ $150.43 avg price	Exited
BPBp Plc Recent Activity Exited	0%	$574,856 15,924 shares@ $36.1 avg price	Exited
KWEBKraneshares Trust Recent Activity Exited	0%	$279,117 10,330 shares@ $27.03 avg price	Exited
IUSBIshares Tr Recent Activity Exited	0%	$260,105 5,752 shares@ $45.22 avg price	Exited
CHTRCharter Communications Inc N Recent Activity Exited	0%	$255,312 854 shares@ $298.97 avg price	Exited