VCAM

Van Cleef Asset Management Portfolio holdings

AUM $986M
1-Year Est. Return 21.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$912M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$794K
2 +$313K
3 +$267K
4
XOM icon
Exxon Mobil
XOM
+$256K
5
MAS icon
Masco
MAS
+$251K

Top Sells

1 +$3.72M
2 +$659K
3 +$447K
4
PLTR icon
Palantir
PLTR
+$265K
5
DIS icon
Walt Disney
DIS
+$260K

Sector Composition

1 Technology 27.13%
2 Financials 25.84%
3 Communication Services 8.12%
4 Consumer Staples 4.89%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,920