VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+0.05%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$228M
AUM Growth
+$228M
(+0.53%)
Cap. Flow
+$2.23M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
47.36%
Holding
98
New
2
Increased
41
Reduced
23
Closed
3
Top Buys
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$3.18M |
| 2 |
Caterpillar
CAT
|
$2.64M |
| 3 |
Gilead Sciences
GILD
|
$444K |
| 4 |
Progressive
PGR
|
$435K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$336K |
Top Sells
| 1 |
Cisco
CSCO
|
$1.97M |
| 2 |
Waste Management
WM
|
$972K |
| 3 |
Vodafone
VOD
|
$894K |
| 4 |
IBM
IBM
|
$843K |
| 5 |
Corning
GLW
|
$837K |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Financials | 15.67% |
| 3 | Energy | 10.82% |
| 4 | Healthcare | 9.12% |
| 5 | Industrials | 6.47% |
