VF
Vest Financial Portfolio holdings
AUM
$7.66B
1-Year Est. Return
8.29%
1 Year Est. Return
+8.29%
AUM
$7.06B
AUM Growth
+$626M
(+9.7%)
Holding
423
Top Buys
| 1 | +$23.5M | |
| 2 | +$21.5M | |
| 3 | +$19.4M | |
| 4 |
Dover
DOV
|
+$19.3M |
| 5 |
Target
TGT
|
+$19.1M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$11.9M | |
| 3 | +$11.8M | |
| 4 |
EXE
Expand Energy Corp
EXE
|
+$11.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Infosys
INFY
$68.4B
| $394K | 0.01% |
21,268
+5,153
|
|
||
377
SS&C Technologies
SSNC
$20.6B
| $363K | 0.01% |
4,381
+1,072
|
|
||
378
Ubiquiti
UI
$37B
| $360K | 0.01% |
875
+16
|
|
||
379
Arista Networks
ANET
$170B
| $350K | 0.01% |
+3,422
|
|
||
380
Logitech
LOGI
$17.7B
| $320K | ﹤0.01% |
3,554
+1,043
|
|
||
381
Amdocs
DOX
$9.3B
| $315K | ﹤0.01% |
3,452
+444
|
|
||
382
Monster Beverage
MNST
$68.1B
| $301K | ﹤0.01% |
4,803
+578
|
|
||
383
Trane Technologies
TT
$96.3B
| $279K | ﹤0.01% |
+637
|
|
||
384
Cencora
COR
$69.9B
| $259K | ﹤0.01% |
863
|
|
||
385
Stryker
SYK
$136B
| $254K | ﹤0.01% |
642
+97
|
|
||
386
DoorDash
DASH
$88.1B
| $242K | ﹤0.01% |
+981
|
|
||
387
Aon
AON
$74.4B
| $236K | ﹤0.01% |
662
+92
|
|
||
388
Markel Group
MKL
$25.7B
| $236K | ﹤0.01% |
118
|
|
||
389
TD Synnex
SNX
$12.3B
| $229K | ﹤0.01% |
+1,684
|
|
||
390
Moody's
MCO
$87.1B
| $220K | ﹤0.01% |
439
|
|
||
391
SAP
SAP
$293B
| $217K | ﹤0.01% |
+713
|
|
||
392
Northrop Grumman
NOC
$81.2B
| $216K | ﹤0.01% |
433
|
|
||
393
Snowflake
SNOW
$89.1B
| $214K | ﹤0.01% |
+955
|
|
||
394
Marsh & McLennan
MMC
$88.2B
| $212K | ﹤0.01% |
970
|
|
||
395
Paychex
PAYX
$40.3B
| $208K | ﹤0.01% |
1,427
|
|
||
396
Airbnb
ABNB
$73.3B
| $203K | ﹤0.01% |
+1,535
|
|
||
397
Ericsson
ERIC
$32.4B
| $196K | ﹤0.01% |
23,082
+4,061
|
|
||
398
Nokia
NOK
$36.8B
| $179K | ﹤0.01% |
34,597
+3,953
|
|
||
399
Xerox
XRX
$392M
| $172K | ﹤0.01% |
32,635
+9,694
|
|
||
400
Telefônica Brasil
VIV
$20.1B
| $134K | ﹤0.01% |
11,798
+822
|
|