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
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$211K
3 +$206K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$206K
5
CAT icon
Caterpillar
CAT
+$14.4K

Top Sells

1 +$1.63M
2 +$1.13M
3 +$384K
4
MTW icon
Manitowoc
MTW
+$365K
5
MSFT icon
Microsoft
MSFT
+$362K

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
-15,773
77
-7,600