VF
Vest Financial Portfolio holdings
AUM
$7.66B
1-Year Est. Return
8.29%
1 Year Est. Return
+8.29%
AUM
$7.66B
AUM Growth
+$592M
(+8.4%)
Holding
439
Top Buys
| 1 | +$26.3M | |
| 2 | +$19.2M | |
| 3 | +$19M | |
| 4 |
Abbott
ABT
|
+$18.3M |
| 5 |
GE Aerospace
GE
|
+$16.7M |
Top Sells
| 1 | +$25M | |
| 2 | +$24.1M | |
| 3 | +$20.8M | |
| 4 |
Emerson Electric
EMR
|
+$20M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Xerox
XRX
$356M
| – | – |
-32,635
|
|
||
427
Andersons Inc
ANDE
$1.74B
| – | – |
-98,442
|
|
||
428
ASML
ASML
$411B
| – | – |
-1,195
|
|
||
429
BCE
BCE
$21.9B
| – | – |
-83,742
|
|
||
430
Buckle
BKE
$2.89B
| – | – |
-23,955
|
|
||
431
Cathay General Bancorp
CATY
$3.3B
| – | – |
-22,819
|
|
||
432
Corebridge Financial
CRBG
$15.1B
| – | – |
-363,726
|
|
||
433
HF Sinclair
DINO
$9.73B
| – | – |
-20,427
|
|
||
434
Markel Group
MKL
$26.2B
| – | – |
-118
|
|
||
435
Micron Technology
MU
$266B
| – | – |
-7,890
|
|
||
436
Insperity
NSP
$1.33B
| – | – |
-10,680
|
|
||
437
Reliance Steel & Aluminium
RS
$14.6B
| – | – |
-3,500
|
|
||
438
Steel Dynamics
STLD
$24.5B
| – | – |
-8,397
|
|
||
439
Stryker
SYK
$142B
| – | – |
-642
|
|