VCAM

Van Cleef Asset Management Portfolio holdings

AUM $928M
1-Year Est. Return 28.99%
This Quarter Est. Return
1 Year Est. Return
+28.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$912M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$339K
3
+$266K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
MAS icon
Masco
MAS
+$228K

Top Sells

1
+$3.54M
2
+$701K
3
+$358K
4
PLTR icon
Palantir
PLTR
+$344K
5
DIS icon
Walt Disney
DIS
+$275K

Sector Composition

1 Technology 27.13%
2 Financials 25.84%
3 Communication Services 8.12%
4 Consumer Staples 4.89%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.5M 0.71%
32,776
+20
27
$5.94M 0.65%
15,271
+6
28
$5.56M 0.61%
239,867
+2,780
29
$4.79M 0.53%
10,569
30
$4.76M 0.52%
169,074
-723
31
$4.17M 0.46%
17,387
-319
32
$3.9M 0.43%
3,809
+46
33
$3.7M 0.41%
31,471
34
$3.68M 0.4%
12,586
35
$3.51M 0.38%
177,206
+170
36
$3.49M 0.38%
91,140
+4,575
37
$3.36M 0.37%
14,440
+330
38
$3.35M 0.37%
70,053
-45
39
$3.33M 0.37%
23,053
-234
40
$2.98M 0.33%
32,750
41
$2.78M 0.31%
5,503
-5
42
$2.62M 0.29%
3,396
-215
43
$2.57M 0.28%
11,495
+166
44
$2.43M 0.27%
14,513
45
$2.34M 0.26%
16,143
-175
46
$2.1M 0.23%
92,448
47
$2.09M 0.23%
21,008
-60
48
$1.85M 0.2%
35,387
49
$1.79M 0.2%
27,058
50
$1.69M 0.19%
28,627
-574
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