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
$829M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$9.6M
3
+$8.56M
4
WBA
Walgreens Boots Alliance
WBA
+$6.56M
5
VMC icon
Vulcan Materials
VMC
+$5.46M

Top Sells

1
+$12.6M
2
+$10.2M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$7.34M
5
AMZN icon
Amazon
AMZN
+$6.14M

Sector Composition

1 Healthcare 26.06%
2 Technology 12.74%
3 Industrials 11.67%
4 Energy 10.89%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.6%
15,219
-356
52
$4.63M 0.56%
149,413
-758
53
$4.35M 0.52%
79,845
-4,160
54
$4.34M 0.52%
111,294
-17,048
55
$4.33M 0.52%
+43,412
56
$4.25M 0.51%
+34,058
57
$4.25M 0.51%
89,515
-8,031
58
$4.09M 0.49%
12,210
+6,216
59
$4.07M 0.49%
84,130
+180
60
$4.04M 0.49%
+7,403
61
$4.02M 0.48%
68,691
-57
62
$3.89M 0.47%
16,541
+30
63
$3.42M 0.41%
24,440
+83
64
$3.37M 0.41%
35,610
+280
65
$3.23M 0.39%
14,664
+8
66
$3.23M 0.39%
6,887
+5
67
$3.07M 0.37%
23,204
+22,877
68
$2.95M 0.36%
8,339
+3,084
69
$2.81M 0.34%
6
70
$2.7M 0.33%
65,646
-67
71
$2.54M 0.31%
5,469
+13
72
$2.52M 0.3%
+206,637
73
$2.49M 0.3%
+137,503
74
$2.45M 0.3%
+29,998
75
$2.39M 0.29%
16,670
+15,805
1 2
3
4 5