VIP
Vantage Investment Partners Portfolio holdings
AUM
$1.37B
This Quarter Return
+13.35%
1 Year Return
+12.18%
3 Year Return
+62.17%
5 Year Return
+88.12%
10 Year Return
+241.63%
AUM
$1.6B
AUM Growth
+$1.6B
(+20%)
Cap. Flow
+$249M
Cap. Flow
% of AUM
15.62%
Top 10 Holdings %
Top 10 Hldgs %
65.64%
Holding
84
New
7
Increased
42
Reduced
22
Closed
2
Top Buys
| 1 |
Elanco Animal Health
ELAN
|
$55M |
| 2 |
Wells Fargo
WFC
|
$28M |
| 3 |
Centene
CNC
|
$25.8M |
| 4 |
Microsoft
MSFT
|
$16.6M |
| 5 |
American Well
AMWL
|
$14.8M |
Top Sells
| 1 |
Apple
AAPL
|
$18.5M |
| 2 |
Zillow
Z
|
$9.13M |
| 3 |
UnitedHealth
UNH
|
$7.14M |
| 4 |
Amazon
AMZN
|
$6.37M |
| 5 |
Peloton Interactive
PTON
|
$4.59M |
Sector Composition
| 1 | Healthcare | 36.18% |
| 2 | Communication Services | 18.26% |
| 3 | Technology | 16.58% |
| 4 | Consumer Discretionary | 13.32% |
| 5 | Financials | 5.15% |
