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
$851M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$10.8M
4
V icon
Visa
V
+$10.7M
5
MRVL icon
Marvell Technology
MRVL
+$9.06M

Top Sells

1
+$18.2M
2
+$14.3M
3
+$12.2M
4
LLY icon
Eli Lilly
LLY
+$11.4M
5
UNP icon
Union Pacific
UNP
+$10.4M

Sector Composition

1 Technology 25.18%
2 Healthcare 18.6%
3 Financials 8.67%
4 Energy 7.59%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.76M 0.68%
93,374
+58,355
52
$5.38M 0.63%
31,390
+191
53
$5.36M 0.63%
94,620
+1,860
54
$5.32M 0.63%
+13,804
55
$5.3M 0.62%
14,917
-302
56
$4.86M 0.57%
30,522
-1,157
57
$4.8M 0.56%
9,594
+1,255
58
$4.7M 0.55%
30,297
-20,807
59
$4.65M 0.55%
72,814
+4,123
60
$4.52M 0.53%
22,467
-51,524
61
$4.18M 0.49%
34,193
+135
62
$4.15M 0.49%
43,477
+65
63
$4.03M 0.47%
80,495
-3,635
64
$3.88M 0.46%
+44,149
65
$3.77M 0.44%
6,913
+26
66
$3.74M 0.44%
40,643
+26,960
67
$3.73M 0.44%
117,525
+80,424
68
$3.71M 0.44%
16,605
+64
69
$3.57M 0.42%
14,665
+1
70
$3.55M 0.42%
24,508
+68
71
$3.43M 0.4%
7,432
+29
72
$3.38M 0.4%
34,944
-666
73
$3.25M 0.38%
23,407
+203
74
$3.1M 0.36%
5,530
+61
75
$2.93M 0.34%
+25,071
1 2
3
4 5