VST
Van Strum & Towne Portfolio holdings
AUM
$317M
This Quarter Return
-5.88%
1 Year Return
+13.52%
3 Year Return
+51.38%
5 Year Return
+106.05%
10 Year Return
+200.37%
AUM
$217M
AUM Growth
+$217M
(-7.7%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
49.33%
Holding
95
New
1
Increased
3
Reduced
39
Closed
3
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5.45M |
| 2 |
Trane Technologies
TT
|
$206K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$31.3K |
| 4 |
Walmart
WMT
|
$19.5K |
Top Sells
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Healthcare | 14.28% |
| 3 | Financials | 8.1% |
| 4 | Consumer Staples | 6.76% |
| 5 | Communication Services | 6.65% |
