VIP

Vantage Investment Partners Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$13.2M
3 +$12.1M
4
AAPL icon
Apple
AAPL
+$10.5M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.36M

Top Sells

1 +$10.3M
2 +$7.22M
3 +$4.77M
4
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$4.64M
5
EPD icon
Enterprise Products Partners
EPD
+$3.47M

Sector Composition

1 Financials 28.91%
2 Consumer Discretionary 22.74%
3 Consumer Staples 9.77%
4 Industrials 9.42%
5 Energy 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-69,247
77
-8,000