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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.59%
128,148
+14,152
52
$5.86M 0.58%
+57,852
53
$5.83M 0.58%
25,673
-27,340
54
$5.69M 0.56%
92,300
+5,853
55
$5.29M 0.53%
69,245
-4,253
56
$5.18M 0.51%
20,969
-345
57
$4.96M 0.49%
15,537
-405
58
$4.36M 0.43%
81,215
+6,640
59
$4.01M 0.4%
17,522
+9,624
60
$3.79M 0.38%
36,522
+870
61
$3.78M 0.38%
35,015
-16,350
62
$3.4M 0.34%
15,281
-65,582
63
$3.31M 0.33%
+42,493
64
$3.17M 0.32%
6
65
$3.07M 0.3%
14,656
66
$2.9M 0.29%
65,322
-50
67
$2.71M 0.27%
7,539
+291
68
$2.53M 0.25%
+232,747
69
$2.51M 0.25%
21,674
-2,054
70
$2.5M 0.25%
58,690
71
$2.33M 0.23%
73,038
-1,893
72
$2.25M 0.22%
6,376
-56
73
$2.19M 0.22%
61,261
-53,209
74
$2.09M 0.21%
+35,984
75
$2.07M 0.21%
+79,372
1 2
3
4 5