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
$253M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$2.54M
3 +$2.23M
4
AAPL icon
Apple
AAPL
+$1.21M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$405K

Top Sells

1 +$2.5M
2 +$1.86M
3 +$569K
4
WMT icon
Walmart
WMT
+$424K
5
COP icon
ConocoPhillips
COP
+$367K

Sector Composition

1 Technology 17.69%
2 Financials 16.63%
3 Healthcare 11.41%
4 Energy 8.59%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,000
102
-2,774
103
-6,918
104
-17,925
105
-4,162
106
-2,014