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
$567M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.68M
3
+$3.54M
4
BA icon
Boeing
BA
+$3.5M
5
PYPL icon
PayPal
PYPL
+$3.38M

Top Sells

1
+$11.8M
2
+$5.38M
3
+$4.29M
4
MDT icon
Medtronic
MDT
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Financials 15.16%
2 Healthcare 14.57%
3 Technology 14.37%
4 Industrials 10.84%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.58%
29,777
-343
52
$3.01M 0.53%
78,098
+1,115
53
$2.91M 0.51%
38,003
-904
54
$2.81M 0.5%
103,585
+16,747
55
$2.71M 0.48%
20,389
+6,354
56
$2.69M 0.47%
28,420
+1,160
57
$2.59M 0.46%
74,191
+905
58
$2.37M 0.42%
67,102
-3,775
59
$2.27M 0.4%
15,042
60
$2.04M 0.36%
27,867
61
$1.76M 0.31%
64,321
62
$1.59M 0.28%
5
63
$1.58M 0.28%
384,360
+1,320
64
$1.52M 0.27%
+99,494
65
$1.17M 0.21%
16,107
-175
66
$886K 0.16%
18,282
+536
67
$689K 0.12%
13,859
68
$409K 0.07%
4,329
69
$374K 0.07%
1,277
-26
70
$351K 0.06%
2,228
71
$345K 0.06%
8,033
-1,165
72
$277K 0.05%
3,083
+110
73
$263K 0.05%
6,542
74
$242K 0.04%
15,986
75
$168K 0.03%
637
-200
1 2
3
4 5