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Vantage Investment Partners Portfolio holdings

AUM $1.45B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$37M
3
+$26.2M
4
CS
Credit Suisse Group
CS
+$11.4M
5
HSBC icon
HSBC
HSBC
+$10M

Top Sells

1
+$205M
2
+$65.3M
3
+$42.7M
4
BAC icon
Bank of America
BAC
+$32.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$29M

Sector Composition

1 Financials 30.93%
2 Industrials 9.33%
3 Consumer Discretionary 7.67%
4 Communication Services 5.9%
5 Technology 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-51,750
77
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-100,800
78
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-194,252
79
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-4,495
80
– –
-168,180
81
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-43,334
82
– –
-66,360
83
– –
-490,500
84
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-85,424
85
– –
-174,443
86
– –
-162,800
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