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
$712M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$3.39M
3 +$1.55M
4
MSFT icon
Microsoft
MSFT
+$1.25M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$967K

Top Sells

1 +$6.42M
2 +$5.21M
3 +$617K
4
CL icon
Colgate-Palmolive
CL
+$514K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$405K

Sector Composition

1 Technology 24.23%
2 Financials 23.97%
3 Communication Services 6.7%
4 Consumer Staples 5.92%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$260K 0.04%
2,000
102
$255K 0.04%
545
103
$252K 0.04%
2,592
104
$252K 0.04%
2,650
105
$248K 0.03%
+5,000
106
$239K 0.03%
+1,650
107
$232K 0.03%
3,202
108
$217K 0.03%
5,378
-7,796
109
$213K 0.03%
5,808
110
$200K 0.03%
1,075
111
$1.02K ﹤0.01%
96
112
-9,640