VF
Vest Financial Portfolio holdings
AUM
$7.88B
1-Year Est. Return
16.2%
This Fund
S&P 500
1 Year Est. Return
+16.2%
AUM
$7.66B
AUM Growth
+$592M
(+8.4%)
Holding
439
Top Buys
| 1 | +$24.6M | |
| 2 | +$17.9M | |
| 3 | +$16.4M | |
| 4 |
Microsoft
MSFT
|
+$15.3M |
| 5 |
Williams-Sonoma
WSM
|
+$15.3M |
Top Sells
| 1 | +$23.8M | |
| 2 | +$21.8M | |
| 3 | +$21.6M | |
| 4 |
Emerson Electric
EMR
|
+$20.7M |
| 5 |
Franklin Resources
BEN
|
+$17M |
Sector Composition
| 1 | Financials | 20.98% |
| 2 | Industrials | 17.11% |
| 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
Infosys
INFY
$53.3B
| – | – |
-21,268
|
|
||
427
Jackson Financial
JXN
$7.62B
| – | – |
-119,499
|
|
||
428
Korn Ferry
KFY
$3.27B
| – | – |
-13,739
|
|
||
429
Matsons
MATX
$5B
| – | – |
-7,259
|
|
||
430
Moody's
MCO
$76.2B
| – | – |
-439
|
|
||
431
Markel Group
MKL
$23.8B
| – | – |
-118
|
|
||
432
Micron Technology
MU
$431B
| – | – |
-7,890
|
|
||
433
Insperity
NSP
$983M
| – | – |
-10,680
|
|
||
434
Steel Dynamics
STLD
$25.1B
| – | – |
-8,397
|
|
||
435
Stryker
SYK
$125B
| – | – |
-642
|
|
||
436
Weis Markets
WMK
$1.63B
| – | – |
-14,034
|
|
||
437
Xerox
XRX
$181M
| – | – |
-48,953
|
|
||
438
Trane Technologies
TT
$96.1B
| – | – |
-637
|
|
||
439
UFP Industries
UFPI
$5.23B
| – | – |
-8,250
|
|