VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
1-Year Return
28.99%
This Quarter Return
-12.47%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$590M
AUM Growth
-$104M
(-15%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-2.07%
Top 10 Holdings %
Top 10 Hldgs %
59.16%
Holding
117
New
2
Increased
39
Reduced
33
Closed
6
Top Buys
| 1 |
Lamar Advertising Co
LAMR
|
$4.75M |
| 2 |
Walt Disney
DIS
|
$1.7M |
| 3 |
Microsoft
MSFT
|
$1,000K |
| 4 |
Blackrock
BLK
|
$860K |
| 5 |
Apple
AAPL
|
$763K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$15.3M |
| 2 |
Lazard
LAZ
|
$6.2M |
| 3 |
Progressive
PGR
|
$949K |
| 4 |
Amgen
AMGN
|
$402K |
| 5 |
NextEra Energy, Inc.
NEE
|
$298K |
Sector Composition
| 1 | Technology | 23.01% |
| 2 | Financials | 21.5% |
| 3 | Healthcare | 10.21% |
| 4 | Communication Services | 7.06% |
| 5 | Consumer Staples | 5.13% |
