V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.79B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.83M
3
+$5.57M
4
WPZ
Williams Partners L.P.
WPZ
+$5.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$5.28M

Top Sells

1
+$17M
2
+$9.75M
3
+$7.19M
4
CL icon
Colgate-Palmolive
CL
+$7M
5
JPM icon
JPMorgan Chase
JPM
+$6.3M

Sector Composition

1 Energy 7.58%
2 Consumer Staples 6.88%
3 Financials 5.88%
4 Healthcare 5.25%
5 Technology 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$205K ﹤0.01%
11,110
877
$205K ﹤0.01%
+2,500
878
$204K ﹤0.01%
+5,062
879
$203K ﹤0.01%
+7,300
880
$202K ﹤0.01%
+3,841
881
$201K ﹤0.01%
8,965
+59
882
$201K ﹤0.01%
+2,847
883
$192K ﹤0.01%
11,988
-4,900
884
$192K ﹤0.01%
11,563
-10,989
885
$186K ﹤0.01%
39,310
-177
886
$186K ﹤0.01%
16,861
887
$183K ﹤0.01%
21,781
-16,426
888
$181K ﹤0.01%
15,850
889
$174K ﹤0.01%
18,750
-10
890
$170K ﹤0.01%
27,715
+2,860
891
$169K ﹤0.01%
10,206
892
$166K ﹤0.01%
+10,000
893
$164K ﹤0.01%
2,450
894
$163K ﹤0.01%
89,950
+695
895
$151K ﹤0.01%
+17,676
896
$146K ﹤0.01%
2,787
-666
897
$145K ﹤0.01%
14,400
898
$142K ﹤0.01%
10,000
-1,500
899
$142K ﹤0.01%
3,710
-69
900
$141K ﹤0.01%
10,025
-960
34 35
36
37 38