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
$155M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.18M
3 +$314K
4
CAT icon
Caterpillar
CAT
+$211K
5
CVX icon
Chevron
CVX
+$107K

Top Sells

1 +$1.43M
2 +$243K
3 +$130K
4
GE icon
GE Aerospace
GE
+$82.9K
5
PG icon
Procter & Gamble
PG
+$53.6K

Sector Composition

1 Technology 18.65%
2 Healthcare 14.32%
3 Industrials 13.38%
4 Energy 11.83%
5 Financials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$407K 0.26%
10,353
52
$319K 0.21%
3,300
53
$305K 0.2%
5,445
54
$271K 0.17%
5,009
55
$239K 0.15%
9,020
56
$220K 0.14%
4,424
57
$211K 0.14%
+2,122