VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+3.59%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$270M
AUM Growth
+$270M
(+11%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
7.41%
Top 10 Holdings %
Top 10 Hldgs %
45.97%
Holding
115
New
17
Increased
53
Reduced
19
Closed
2
Top Buys
| 1 |
PX
Praxair Inc
PX
|
$2.68M |
| 2 |
Apple
AAPL
|
$1.65M |
| 3 |
Microsoft
MSFT
|
$1.56M |
| 4 |
Gilead Sciences
GILD
|
$1.34M |
| 5 |
Pfizer
PFE
|
$1.06M |
Top Sells
| 1 |
ABB
ABB Ltd.
ABB
|
$1.32M |
| 2 |
Lazard
LAZ
|
$662K |
| 3 |
Fluor
FLR
|
$200K |
| 4 |
Plains All American Pipeline
PAA
|
$200K |
| 5 |
Automatic Data Processing
ADP
|
$187K |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.87% |
| 3 | Healthcare | 10.77% |
| 4 | Energy | 9.19% |
| 5 | Consumer Staples | 6.83% |
