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
$247M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.32M
3
+$3.3M
4
T icon
AT&T
T
+$2.86M
5
MON
Monsanto Co
MON
+$2.66M

Top Sells

1
+$6.03M
2
+$3.22M
3
+$1.31M
4
WMT icon
Walmart
WMT
+$1.3M
5
BDX icon
Becton Dickinson
BDX
+$1.28M

Sector Composition

1 Financials 17.16%
2 Healthcare 17.11%
3 Industrials 14.61%
4 Technology 13.13%
5 Consumer Staples 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.91%
73,594
+3,240
52
$2.24M 0.91%
5,291
+190
53
$2.2M 0.89%
49,322
+1,952
54
$2.15M 0.87%
22,085
-13,114
55
$2.03M 0.82%
35,625
+1,085
56
$1.82M 0.74%
22,759
+1,465
57
$1.64M 0.66%
33,328
+466
58
$1.22M 0.49%
29,735
59
$1.02M 0.41%
6
60
$969K 0.39%
12,706
-150
61
$814K 0.33%
+22,100
62
$584K 0.24%
10,094
+5,748
63
$481K 0.19%
5,800
-45
64
$442K 0.18%
6,715
65
$340K 0.14%
12,359
66
$319K 0.13%
+10,555
67
$213K 0.09%
+12,488
68
$174K 0.07%
42,600
69
$61K 0.02%
+21
70
$52K 0.02%
824
71
– –
-3,019
1 2
3