VF

Vest Financial Portfolio holdings

AUM $7.66B
1-Year Est. Return 8.29%
This Quarter Est. Return
1 Year Est. Return
+8.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.06B
AUM Growth
+$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$21.5M
3 +$19.4M
4
DOV icon
Dover
DOV
+$19.3M
5
TGT icon
Target
TGT
+$19.1M

Top Sells

1 +$13.1M
2 +$11.9M
3 +$11.8M
4
EXE
Expand Energy Corp
EXE
+$11.7M
5
GRMN icon
Garmin
GRMN
+$11.6M

Sector Composition

1 Financials 21.46%
2 Industrials 17.43%
3 Technology 13.64%
4 Consumer Staples 13.03%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LECO icon
226
Lincoln Electric
LECO
$12.5B
$3.29M 0.05%
15,846
+3,836
MSA icon
227
Mine Safety
MSA
$6.22B
$3.28M 0.05%
19,560
+9,268
CMCSA icon
228
Comcast
CMCSA
$99.7B
$3.25M 0.05%
90,953
+22,194
ESNT icon
229
Essent Group
ESNT
$6.02B
$3.23M 0.05%
53,226
-2,681
OTTR icon
230
Otter Tail
OTTR
$3.54B
$3.18M 0.05%
41,216
+11,217
UBER icon
231
Uber
UBER
$191B
$3.16M 0.04%
33,817
+9,534
DUK icon
232
Duke Energy
DUK
$96.2B
$3.11M 0.04%
26,350
+7,428
GS icon
233
Goldman Sachs
GS
$236B
$3.07M 0.04%
4,338
+1,222
NOW icon
234
ServiceNow
NOW
$179B
$3.06M 0.04%
2,972
+867
MET icon
235
MetLife
MET
$50.3B
$3.04M 0.04%
37,821
+10,660
WFC icon
236
Wells Fargo
WFC
$270B
$3.04M 0.04%
37,958
+10,702
CW icon
237
Curtiss-Wright
CW
$21.3B
$3.03M 0.04%
6,211
-1,425
FULT icon
238
Fulton Financial
FULT
$3.19B
$3.02M 0.04%
167,681
+84,152
AMD icon
239
Advanced Micro Devices
AMD
$380B
$3.02M 0.04%
21,311
+6,010
ETN icon
240
Eaton
ETN
$145B
$3.01M 0.04%
8,428
+2,468
ADI icon
241
Analog Devices
ADI
$112B
$3M 0.04%
12,610
+2,978
LMAT icon
242
LeMaitre Vascular
LMAT
$1.97B
$2.92M 0.04%
35,177
+17,657
WFRD icon
243
Weatherford International
WFRD
$5.25B
$2.8M 0.04%
55,587
+31,150
NTAP icon
244
NetApp
NTAP
$22.6B
$2.72M 0.04%
25,523
+7,509
DE icon
245
Deere & Co
DE
$126B
$2.72M 0.04%
5,342
+1,505
PKG icon
246
Packaging Corp of America
PKG
$18B
$2.68M 0.04%
14,211
-1,276
TOL icon
247
Toll Brothers
TOL
$12.9B
$2.64M 0.04%
23,119
-1,589
POWL icon
248
Powell Industries
POWL
$4.41B
$2.62M 0.04%
12,434
+7,635
FSS icon
249
Federal Signal
FSS
$6.73B
$2.6M 0.04%
24,397
+4,868
ULS icon
250
UL Solutions
ULS
$17.2B
$2.54M 0.04%
34,795
+19,172