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
901
$140K ﹤0.01%
7,721
902
$136K ﹤0.01%
21,876
+581
903
$136K ﹤0.01%
1,285
+18
904
$132K ﹤0.01%
3,886
+38
905
$128K ﹤0.01%
+2,554
906
$125K ﹤0.01%
17,684
+936
907
$123K ﹤0.01%
21,135
908
$121K ﹤0.01%
2,082
-3
909
$111K ﹤0.01%
26,395
910
$91K ﹤0.01%
10,200
911
$88K ﹤0.01%
1,194
-95
912
$81K ﹤0.01%
14,861
-99,572
913
$80K ﹤0.01%
+10,387
914
$79K ﹤0.01%
+10,475
915
$79K ﹤0.01%
14,492
-15,000
916
$71K ﹤0.01%
11,817
-125
917
$69K ﹤0.01%
10,488
918
$68K ﹤0.01%
23,844
-4,152
919
$67K ﹤0.01%
+3,818
920
$64K ﹤0.01%
20,000
921
$57K ﹤0.01%
+12,174
922
$57K ﹤0.01%
16,014
923
$52K ﹤0.01%
2,000
924
$51K ﹤0.01%
11,518
925
$47K ﹤0.01%
26,305
-77,695
35 36
37
38 39