VST
Van Strum & Towne Portfolio holdings
AUM
$317M
This Quarter Return
-8.38%
1 Year Return
+13.52%
3 Year Return
+51.38%
5 Year Return
+106.05%
10 Year Return
+200.37%
AUM
$146M
AUM Growth
+$146M
(-10%)
Cap. Flow
-$1.54M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
75
New
1
Increased
7
Reduced
17
Closed
8
Top Buys
| 1 |
Emerson Electric
EMR
|
$2.48M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$234K |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$50.8K |
| 4 |
HP
HPQ
|
$46.1K |
| 5 |
JPMorgan Chase
JPM
|
$6.65K |
Top Sells
| 1 |
Jacobs Solutions
J
|
$1.98M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$697K |
| 3 |
BP
BP
|
$252K |
| 4 |
Hanesbrands
HBI
|
$222K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$203K |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Healthcare | 18.84% |
| 3 | Industrials | 14.55% |
| 4 | Financials | 9.49% |
| 5 | Consumer Staples | 8.96% |
