VC

Vestor Capital Portfolio holdings

AUM $1.34B
1-Year Est. Return 30.79%
This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$763M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$11.2M
3 +$8.1M
4
PEP icon
PepsiCo
PEP
+$7.78M
5
A icon
Agilent Technologies
A
+$6.29M

Top Sells

1 +$21.8M
2 +$20.2M
3 +$20.1M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
ABBV icon
AbbVie
ABBV
+$9.53M

Sector Composition

1 Healthcare 27.09%
2 Technology 15.2%
3 Industrials 11.48%
4 Financials 7.02%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-281,079
227
-18,450
228
-10,785
229
-10,000
230
-251,889