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
Corebridge Financial
CRBG
$15.4B
| – | – |
-363,726
|
|
||
427
HF Sinclair
DINO
$9.3B
| – | – |
-20,427
|
|
||
428
Diamondback Energy
FANG
$44.4B
| – | – |
-49,970
|
|
||
429
First Citizens BancShares
FCNCA
$26.7B
| – | – |
-494
|
|
||
430
Infosys
INFY
$77.3B
| – | – |
-21,268
|
|
||
431
Jackson Financial
JXN
$7.69B
| – | – |
-119,499
|
|
||
432
Korn Ferry
KFY
$3.52B
| – | – |
-13,739
|
|
||
433
Matsons
MATX
$4.09B
| – | – |
-7,259
|
|
||
434
Moody's
MCO
$95.1B
| – | – |
-439
|
|
||
435
Markel Group
MKL
$26.3B
| – | – |
-118
|
|
||
436
Micron Technology
MU
$374B
| – | – |
-7,890
|
|
||
437
Insperity
NSP
$1.72B
| – | – |
-10,680
|
|
||
438
Weis Markets
WMK
$1.67B
| – | – |
-14,034
|
|
||
439
Xerox
XRX
$318M
| – | – |
-32,635
|
|