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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.35%
+273,164
27
$13.3M 1.32%
260,189
28
$12.5M 1.24%
123,264
-2,439
29
$11.8M 1.18%
112,541
+74,640
30
$11.5M 1.14%
71,277
+22,015
31
$10.9M 1.08%
+99,738
32
$10.2M 1.01%
63,064
+50,183
33
$9.47M 0.94%
94,708
-51,757
34
$9.29M 0.92%
52,430
-656
35
$9.16M 0.91%
84,517
-1,300
36
$8.98M 0.89%
65,902
-86,260
37
$8.61M 0.86%
50,154
+29,595
38
$8.51M 0.84%
55,672
-1,306
39
$8.28M 0.82%
200,370
+52,041
40
$7.51M 0.75%
+32,498
41
$7.46M 0.74%
40,419
+552
42
$7.16M 0.71%
59,836
-11,724
43
$7.04M 0.7%
63,403
-64,316
44
$6.91M 0.69%
42,699
-527
45
$6.68M 0.66%
64,935
+193
46
$6.51M 0.65%
+3,182
47
$6.26M 0.62%
57,288
+56,653
48
$6.15M 0.61%
38,775
-573
49
$6.04M 0.6%
28,461
-134
50
$5.95M 0.59%
397,232
+4,980
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