VST

Van Strum & Towne Portfolio holdings

AUM $358M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$203K
3 +$201K
4
HD icon
Home Depot
HD
+$199K
5
CAT icon
Caterpillar
CAT
+$14.7K

Top Sells

1 +$1.63M
2 +$1.13M
3 +$386K
4
MTW icon
Manitowoc
MTW
+$365K
5
MSFT icon
Microsoft
MSFT
+$353K

Sector Composition

1 Technology 21.13%
2 Healthcare 16.88%
3 Industrials 12.27%
4 Financials 11.77%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,261
77
-3,267