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
$1.18B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$18.5M
3
+$17.9M
4
MDT icon
Medtronic
MDT
+$12.4M
5
NVDA icon
NVIDIA
NVDA
+$9.71M

Top Sells

1
+$30.9M
2
+$19.7M
3
+$15.6M
4
ORCL icon
Oracle
ORCL
+$15.1M
5
SPGI icon
S&P Global
SPGI
+$11.5M

Sector Composition

1 Technology 35.72%
2 Communication Services 11.94%
3 Consumer Discretionary 10.31%
4 Financials 10.07%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.11%
48,164
+1,692
27
$12.4M 1.05%
+142,041
28
$12M 1.01%
66,237
+33,265
29
$11.6M 0.98%
38,441
+9,748
30
$11.4M 0.96%
3,605
+104
31
$11.3M 0.95%
449,962
+8,666
32
$11M 0.92%
66,386
-27,779
33
$10.8M 0.91%
21,462
-12,796
34
$10.6M 0.89%
252,438
-1,500
35
$10.1M 0.86%
41,218
+20,098
36
$9.51M 0.8%
58,833
+18,276
37
$8.78M 0.74%
77,231
-1,312
38
$8.39M 0.71%
88,826
-1,398
39
$8.04M 0.68%
49,530
-1,311
40
$8M 0.68%
106,275
+3,120
41
$7.8M 0.66%
44,543
-1,012
42
$7.61M 0.64%
38,988
+1,082
43
$7.38M 0.62%
212,789
+52,835
44
$7.33M 0.62%
15,798
+201
45
$7.32M 0.62%
34,329
-640
46
$7.2M 0.61%
125,038
+8,847
47
$6.98M 0.59%
167,174
-27,280
48
$6.97M 0.59%
56,959
+54,324
49
$6.53M 0.55%
143,831
+4,144
50
$6.4M 0.54%
16,673
-310
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