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
$592M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.09M
3
+$5.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.22M
5
MCD icon
McDonald's
MCD
+$4.14M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.41M

Sector Composition

1 Technology 15.96%
2 Financials 15.37%
3 Healthcare 13.36%
4 Industrials 11.28%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.83M 1.66%
173,246
-9,685
27
$8.95M 1.51%
43,033
+20,299
28
$8.49M 1.44%
28,443
+3,636
29
$8.04M 1.36%
145,364
+5,036
30
$7.85M 1.33%
128,780
-72,420
31
$7.6M 1.28%
61,084
+31,307
32
$7.3M 1.23%
45,097
+1,100
33
$6.71M 1.13%
135,439
+2,386
34
$6.15M 1.04%
34,529
-2,304
35
$5.71M 0.97%
39,775
+19,386
36
$5.49M 0.93%
41,290
+750
37
$5.48M 0.93%
19,830
+225
38
$5.39M 0.91%
18,495
+519
39
$5.13M 0.87%
163,214
-7,870
40
$5.09M 0.86%
+32,011
41
$5.07M 0.86%
+59,552
42
$4.88M 0.82%
52,299
+3,180
43
$4.87M 0.82%
42,330
+11,997
44
$4.85M 0.82%
107,680
+7,224
45
$4.64M 0.78%
1,065,520
+681,160
46
$4.18M 0.71%
203,059
+5,555
47
$4.13M 0.7%
19,008
-38,235
48
$3.87M 0.65%
+145,605
49
$3.84M 0.65%
37,062
+7,574
50
$3.84M 0.65%
105,652
+3,665
1
2
3 4 5