VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
1-Year Return
28.99%
This Quarter Return
+2.75%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$283M
AUM Growth
+$10.1M
(+3.7%)
Cap. Flow
+$4.13M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
48.13%
Holding
102
New
4
Increased
27
Reduced
38
Closed
5
Top Buys
| 1 |
Weyerhaeuser
WY
|
$6.5M |
| 2 |
Oracle
ORCL
|
$4.51M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$3.41M |
| 4 |
Charles Schwab
SCHW
|
$1.61M |
| 5 |
Archer Daniels Midland
ADM
|
$347K |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$6.22M |
| 2 |
Caterpillar
CAT
|
$2.3M |
| 3 |
T Rowe Price
TROW
|
$1.09M |
| 4 |
Corning
GLW
|
$925K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$482K |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Financials | 16.41% |
| 3 | Healthcare | 10.2% |
| 4 | Energy | 8.44% |
| 5 | Consumer Staples | 7.68% |