VLC

Van Leeuwen & Company Portfolio holdings

AUM $197M
1-Year Est. Return 44.9%
This Quarter Est. Return
1 Year Est. Return
+44.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$1.74M
3 +$1.73M
4
MRK icon
Merck
MRK
+$1.68M
5
ATO icon
Atmos Energy
ATO
+$1.6M

Top Sells

1 +$3.54M
2 +$2.15M
3 +$1.54M
4
MCD icon
McDonald's
MCD
+$1.09M
5
DEO icon
Diageo
DEO
+$1.05M

Sector Composition

1 Technology 14.89%
2 Financials 14.51%
3 Consumer Discretionary 13.33%
4 Healthcare 11.96%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-74,738
77
-19,176
78
-1,570
79
-7,549
80
-5,062
81
-3,500
82
-6,450