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
$763M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.2M
3
+$8.1M
4
PEP icon
PepsiCo
PEP
+$7.78M
5
A icon
Agilent Technologies
A
+$6.29M

Top Sells

1
+$21.8M
2
+$20.2M
3
+$20.1M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
ABBV icon
AbbVie
ABBV
+$9.53M

Sector Composition

1 Healthcare 27.09%
2 Technology 15.2%
3 Industrials 11.48%
4 Financials 7.02%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.32M 0.57%
97,546
-9,157
52
$4.2M 0.55%
15,575
+35
53
$4.1M 0.54%
84,005
-6,463
54
$4M 0.52%
+150,171
55
$3.98M 0.52%
68,748
-51
56
$3.78M 0.5%
16,511
+15,783
57
$3.68M 0.48%
83,950
+3,350
58
$3.65M 0.48%
142,639
+22,020
59
$3.63M 0.48%
+224,255
60
$3.53M 0.46%
116,874
-231,675
61
$3.28M 0.43%
270,570
+1,840
62
$3.27M 0.43%
24,357
+23,938
63
$3.08M 0.4%
35,330
+1,074
64
$2.95M 0.39%
6,244
+5,197
65
$2.76M 0.36%
+6,882
66
$2.65M 0.35%
14,656
67
$2.48M 0.32%
65,713
+1,415
68
$2.44M 0.32%
6
69
$2.3M 0.3%
+5,456
70
$2.06M 0.27%
7,746
+108
71
$1.97M 0.26%
58,690
72
$1.91M 0.25%
5,255
+43
73
$1.9M 0.25%
73,808
+1,348
74
$1.83M 0.24%
+5,994
75
$1.78M 0.23%
12,317
-1,473
1 2
3
4 5