VF
Vest Financial Portfolio holdings
AUM
$7.88B
1-Year Est. Return
16.19%
This Fund
S&P 500
1 Year Est. Return
+16.19%
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
Micron Technology
MU
$431B
| – | – |
-7,890
|
|
||
427
Insperity
NSP
$1.52B
| – | – |
-10,680
|
|
||
428
Steel Dynamics
STLD
$28.2B
| – | – |
-8,397
|
|
||
429
Stryker
SYK
$139B
| – | – |
-642
|
|
||
430
Weis Markets
WMK
$1.83B
| – | – |
-14,034
|
|
||
431
Xerox
XRX
$271M
| – | – |
-32,635
|
|
||
432
Reliance Steel & Aluminium
RS
$17.9B
| – | – |
-3,500
|
|
||
433
Andersons Inc
ANDE
$2.23B
| – | – |
-98,442
|
|
||
434
ASML
ASML
$524B
| – | – |
-1,195
|
|
||
435
BCE
BCE
$23.8B
| – | – |
-83,742
|
|
||
436
Buckle
BKE
$2.6B
| – | – |
-23,955
|
|
||
437
Cathay General Bancorp
CATY
$3.59B
| – | – |
-22,819
|
|
||
438
Trane Technologies
TT
$96.7B
| – | – |
-637
|
|
||
439
UFP Industries
UFPI
$6.57B
| – | – |
-8,250
|
|