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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.24%
74,624
+18,555
27
$10.8M 1.17%
74,335
+686
28
$10.7M 1.17%
144,375
+2,860
29
$10.5M 1.14%
98,907
+1,085
30
$10.5M 1.14%
92,640
+3,027
31
$9.44M 1.02%
37,734
-617
32
$9.1M 0.99%
45,022
+13,015
33
$8.67M 0.94%
426,225
+215,020
34
$8.58M 0.93%
3,379
+77
35
$8.25M 0.9%
254,598
-1,557
36
$8.15M 0.88%
90,169
-1,389
37
$8.06M 0.87%
205,619
-3,547
38
$7.58M 0.82%
78,271
-1,007
39
$6.62M 0.72%
97,346
+3,335
40
$6.52M 0.71%
41,895
+1,298
41
$6.04M 0.66%
77,338
+3,060
42
$6.04M 0.66%
121,251
-2,221
43
$6.03M 0.65%
99,555
+3,045
44
$5.96M 0.65%
11,818
-38,621
45
$5.7M 0.62%
28,131
+27,084
46
$5.68M 0.62%
15,254
+374
47
$5.58M 0.61%
73,779
+216
48
$5.37M 0.58%
35,208
-475
49
$5.25M 0.57%
147,767
+146,221
50
$5.2M 0.56%
+36,852
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