VC
Vestor Capital Portfolio holdings
AUM
$1.34B
This Quarter Return
-11.81%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$825M
AUM Growth
+$825M
(-18%)
Cap. Flow
-$43.7M
Cap. Flow
% of AUM
-5.3%
Top 10 Holdings %
Top 10 Hldgs %
34.8%
Holding
245
New
15
Increased
45
Reduced
53
Closed
36
Top Buys
| 1 |
Elevance Health
ELV
|
$12M |
| 2 |
Cencora
COR
|
$11.1M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$11.1M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$10.9M |
| 5 |
LyondellBasell Industries
LYB
|
$10.1M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$20.9M |
| 2 |
Microsoft
MSFT
|
$20.1M |
| 3 |
Bank of America
BAC
|
$11.6M |
| 4 |
Bank of New York Mellon
BK
|
$11.3M |
| 5 |
Upstart Holdings
UPST
|
$10.9M |
Sector Composition
| 1 | Healthcare | 28.33% |
| 2 | Technology | 14.33% |
| 3 | Industrials | 10.33% |
| 4 | Financials | 7.08% |
| 5 | Materials | 6.93% |
