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
$7.66B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$19.2M
3 +$19M
4
ABT icon
Abbott
ABT
+$18.3M
5
GE icon
GE Aerospace
GE
+$16.7M

Top Sells

1 +$25M
2 +$24.1M
3 +$20.8M
4
EMR icon
Emerson Electric
EMR
+$20M
5
ADM icon
Archer Daniels Midland
ADM
+$16.8M

Sector Composition

1 Financials 20.98%
2 Industrials 17.09%
3 Technology 15.37%
4 Consumer Staples 12.27%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAYX icon
401
Paychex
PAYX
$39.4B
$246K ﹤0.01%
1,940
+513
VRSK icon
402
Verisk Analytics
VRSK
$31B
$232K ﹤0.01%
+922
AVT icon
403
Avnet
AVT
$4.08B
$230K ﹤0.01%
+4,404
ABNB icon
404
Airbnb
ABNB
$80B
$229K ﹤0.01%
1,885
+350
AMKR icon
405
Amkor Technology
AMKR
$12B
$207K ﹤0.01%
+7,284
IT icon
406
Gartner
IT
$17.2B
$206K ﹤0.01%
+783
IRDM icon
407
Iridium Communications
IRDM
$2.07B
$198K ﹤0.01%
+11,316
VIV icon
408
Telefônica Brasil
VIV
$19.4B
$182K ﹤0.01%
14,245
+2,447
WB icon
409
Weibo
WB
$2.74B
$176K ﹤0.01%
+14,213
TEF icon
410
Telefonica
TEF
$22.1B
$169K ﹤0.01%
+33,215
ASX icon
411
ASE Group
ASX
$40.9B
$137K ﹤0.01%
+12,317
UMC icon
412
United Microelectronic
UMC
$22B
$105K ﹤0.01%
+13,883
HIMX
413
Himax Technologies
HIMX
$1.48B
$90.9K ﹤0.01%
+10,300
WIT icon
414
Wipro
WIT
$31.4B
$75.4K ﹤0.01%
28,683
+18,575
CATY icon
415
Cathay General Bancorp
CATY
$3.4B
-22,819
RS icon
416
Reliance Steel & Aluminium
RS
$16.6B
-3,500
EIG icon
417
Employers Holdings
EIG
$1B
-21,218
STLD icon
418
Steel Dynamics
STLD
$25.2B
-8,397
SYK icon
419
Stryker
SYK
$137B
-642
TT icon
420
Trane Technologies
TT
$85.5B
-637
UFPI icon
421
UFP Industries
UFPI
$6.15B
-8,250
ANDE icon
422
Andersons Inc
ANDE
$1.95B
-98,442
ASML icon
423
ASML
ASML
$487B
-1,195
BCE icon
424
BCE
BCE
$22.6B
-83,742
BKE icon
425
Buckle
BKE
$2.83B
-23,955