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
$829M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$9.6M
3
+$8.56M
4
WBA
Walgreens Boots Alliance
WBA
+$6.56M
5
VMC icon
Vulcan Materials
VMC
+$5.46M

Top Sells

1
+$12.6M
2
+$10.2M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$7.34M
5
AMZN icon
Amazon
AMZN
+$6.14M

Sector Composition

1 Healthcare 26.06%
2 Technology 12.74%
3 Industrials 11.67%
4 Energy 10.89%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.22%
256,212
-3,856
27
$9.7M 1.17%
157,720
-4,039
28
$9.6M 1.16%
+171,700
29
$9.03M 1.09%
51,104
-2,552
30
$9.01M 1.09%
82,061
-4,315
31
$8.56M 1.03%
+217,441
32
$8.35M 1.01%
100,601
-44,341
33
$8.22M 0.99%
248,149
+131,275
34
$8.19M 0.99%
98,322
+26,828
35
$8.09M 0.98%
53,356
-3,140
36
$8.01M 0.97%
383,548
+159,293
37
$7.97M 0.96%
3,232
-2
38
$7.76M 0.94%
14,085
-9,917
39
$7.75M 0.93%
51,788
+33
40
$7.21M 0.87%
53,739
-1,428
41
$7M 0.84%
78,935
-29,252
42
$6.74M 0.81%
180,274
+175,574
43
$6.4M 0.77%
77,613
-6,409
44
$6.34M 0.76%
433,800
+163,230
45
$6.24M 0.75%
40,716
-2,283
46
$6.19M 0.75%
61,219
-3,506
47
$5.81M 0.7%
37,011
-2,178
48
$5.46M 0.66%
+31,199
49
$5.22M 0.63%
92,760
+45
50
$5.12M 0.62%
31,679
-1,012
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