VIP
Vantage Investment Partners Portfolio holdings
AUM
$1.37B
This Quarter Return
-6.99%
1 Year Return
+12.18%
3 Year Return
+62.17%
5 Year Return
+88.12%
10 Year Return
+241.63%
AUM
$2B
AUM Growth
+$2B
(+2.3%)
Cap. Flow
+$193M
Cap. Flow
% of AUM
9.62%
Top 10 Holdings %
Top 10 Hldgs %
55.46%
Holding
91
New
11
Increased
42
Reduced
21
Closed
7
Top Buys
| 1 |
Novo Nordisk
NVO
|
$54.3M |
| 2 |
Carvana
CVNA
|
$39.6M |
| 3 |
Ball Corp
BALL
|
$39.2M |
| 4 |
Amazon
AMZN
|
$33.6M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$30.8M |
Top Sells
| 1 |
Procore
PCOR
|
$33.8M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$22.9M |
| 3 |
Citigroup
C
|
$13.2M |
| 4 |
Snowflake
SNOW
|
$10.4M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$7.55M |
Sector Composition
| 1 | Consumer Discretionary | 27.98% |
| 2 | Healthcare | 27.04% |
| 3 | Technology | 20.02% |
| 4 | Communication Services | 10.13% |
| 5 | Financials | 5.77% |
