VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+1.38%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$269M
AUM Growth
+$269M
(-0.53%)
Cap. Flow
-$3.88M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
45.86%
Holding
116
New
3
Increased
14
Reduced
62
Closed
8
Top Buys
| 1 |
PX
Praxair Inc
PX
|
$2.33M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.56M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$939K |
| 4 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$503K |
| 5 |
Caterpillar
CAT
|
$429K |
Top Sells
| 1 |
Apple
AAPL
|
$2.39M |
| 2 |
GE Aerospace
GE
|
$1.65M |
| 3 |
Microsoft
MSFT
|
$719K |
| 4 |
Goodyear
GT
|
$717K |
| 5 |
Progressive
PGR
|
$636K |
Sector Composition
| 1 | Technology | 18.44% |
| 2 | Financials | 15.4% |
| 3 | Healthcare | 10.92% |
| 4 | Energy | 8.78% |
| 5 | Consumer Staples | 6.61% |
