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
51
$1.64M 0.18%
7,453
+60
52
$1.58M 0.17%
2,925
53
$1.5M 0.16%
16,470
54
$1.43M 0.16%
2,791
-38
55
$1.37M 0.15%
7,705
56
$1.3M 0.14%
2,211
-36
57
$1.27M 0.14%
47,852
-2,508
58
$1.23M 0.13%
1,338
+11
59
$1.01M 0.11%
5,850
60
$938K 0.1%
4,247
61
$914K 0.1%
5,398
+25
62
$832K 0.09%
18,935
-280
63
$830K 0.09%
14,672
+2
64
$811K 0.09%
1,385
65
$808K 0.09%
29,573
+272
66
$795K 0.09%
11,315
+1
67
$787K 0.09%
5,975
68
$755K 0.08%
9,765
-250
69
$705K 0.08%
7,800
70
$703K 0.08%
2,425
+5
71
$692K 0.08%
1,634
-15
72
$638K 0.07%
4,750
73
$598K 0.07%
5,290
-500
74
$589K 0.06%
3,532
75
$588K 0.06%
15,700
1 2
3
4 5