VST

Van Strum & Towne Portfolio holdings

AUM $340M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$928K
3 +$212K
4
WFC icon
Wells Fargo
WFC
+$201K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$168K

Top Sells

1 +$649K
2 +$593K
3 +$179K
4
PFE icon
Pfizer
PFE
+$96.3K
5
ECL icon
Ecolab
ECL
+$79.4K

Sector Composition

1 Technology 18.33%
2 Industrials 14.08%
3 Healthcare 13.39%
4 Energy 10.97%
5 Financials 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$269K 0.18%
5,445
52
$240K 0.16%
9,020
53
$239K 0.16%
5,009
-1,373
54
$201K 0.13%
+4,424