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
$159M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$257K
2 +$245K
3 +$225K
4
BAC icon
Bank of America
BAC
+$217K
5
USB icon
US Bancorp
USB
+$216K

Top Sells

1 +$194K
2 +$174K
3 +$109K
4
MSFT icon
Microsoft
MSFT
+$103K
5
MDR
McDermott International
MDR
+$69.1K

Sector Composition

1 Technology 21.21%
2 Healthcare 15.73%
3 Industrials 13.69%
4 Financials 11.85%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,000