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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$343K
2 +$243K
3 +$239K
4
DHR icon
Danaher
DHR
+$233K
5
COST icon
Costco
COST
+$231K

Top Sells

1 +$47.3K
2 +$35.6K
3 +$29K
4
WFC icon
Wells Fargo
WFC
+$24.1K
5
INTC icon
Intel
INTC
+$20.7K

Sector Composition

1 Technology 26.37%
2 Healthcare 16.15%
3 Communication Services 10.08%
4 Consumer Staples 9.39%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.14%
33,943
+225
77
$204K 0.13%
2,345
78
$204K 0.13%
+4,125