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
26
$10.2M 1.34%
182,913
-11,215
27
$10.2M 1.34%
121,959
+6,795
28
$9.99M 1.31%
73,858
-4,933
29
$9.88M 1.3%
260,068
+257
30
$9.73M 1.28%
161,759
+1,197
31
$9.42M 1.24%
130,831
-280,913
32
$9.15M 1.2%
80,974
+71,719
33
$8.77M 1.15%
53,656
+1,032
34
$8.36M 1.1%
86,376
-59,034
35
$7.13M 0.94%
56,496
+629
36
$6.93M 0.91%
3,234
+12
37
$6.74M 0.88%
84,022
+315
38
$6.29M 0.83%
+51,755
39
$6.28M 0.82%
39,189
+534
40
$6.12M 0.8%
42,999
+662
41
$6.06M 0.79%
64,725
+61,967
42
$5.76M 0.76%
55,167
-26,317
43
$5.55M 0.73%
58,242
+273
44
$5.54M 0.73%
30,560
-1,963
45
$5.16M 0.68%
63,835
+426
46
$5.14M 0.67%
+71,494
47
$4.86M 0.64%
+159,183
48
$4.68M 0.61%
128,342
-10,897
49
$4.39M 0.58%
32,691
-70,968
50
$4.35M 0.57%
92,715
+945
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