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
$247M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.32M
3
+$3.3M
4
T icon
AT&T
T
+$2.86M
5
MON
Monsanto Co
MON
+$2.66M

Top Sells

1
+$6.03M
2
+$3.22M
3
+$1.31M
4
WMT icon
Walmart
WMT
+$1.3M
5
BDX icon
Becton Dickinson
BDX
+$1.28M

Sector Composition

1 Financials 17.16%
2 Healthcare 17.11%
3 Industrials 14.61%
4 Technology 13.13%
5 Consumer Staples 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.59%
55,529
+2,324
27
$3.83M 1.55%
80,256
-27,340
28
$3.8M 1.54%
50,102
+1,832
29
$3.75M 1.52%
148,616
-40,440
30
$3.71M 1.5%
61,973
+375
31
$3.68M 1.49%
64,402
-1,992
32
$3.66M 1.48%
28,530
-660
33
$3.6M 1.46%
50,236
-873
34
$3.55M 1.44%
41,727
-251
35
$3.43M 1.39%
67,842
+975
36
$3.33M 1.35%
54,614
-8,307
37
$3.32M 1.34%
+42,700
38
$3.3M 1.34%
+14,510
39
$3.21M 1.3%
47,711
+693
40
$3.11M 1.26%
34,058
+1,133
41
$3.08M 1.25%
60,820
+3,475
42
$3.05M 1.24%
91,939
+72
43
$2.99M 1.21%
89,927
+3,985
44
$2.99M 1.21%
63,992
45
$2.86M 1.16%
+111,939
46
$2.8M 1.14%
36,462
-1,392
47
$2.73M 1.11%
85,902
-101,015
48
$2.66M 1.08%
+25,485
49
$2.52M 1.02%
107,523
-13,804
50
$2.33M 0.95%
26,412
-2,120
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