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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.18M 0.56%
17,150
-290
52
$5.04M 0.55%
73,634
+3,509
53
$4.97M 0.54%
38,997
-350
54
$4.89M 0.53%
47,489
-91,318
55
$4.61M 0.5%
29,598
-1,071
56
$4.34M 0.47%
40,384
+1,722
57
$4.32M 0.47%
21,228
-474
58
$4.21M 0.46%
84,505
+1,535
59
$3.81M 0.41%
31,817
-1,025
60
$3.58M 0.39%
37,955
+1,792
61
$3.56M 0.39%
15,458
+624
62
$3.55M 0.39%
43,510
-388
63
$3.52M 0.38%
37,179
-1,334
64
$3.47M 0.38%
+153,030
65
$3.35M 0.36%
62,352
+309
66
$3.27M 0.35%
24,342
+471
67
$2.87M 0.31%
64,032
+2,067
68
$2.79M 0.3%
+264,365
69
$2.72M 0.3%
7,197
+6,823
70
$2.59M 0.28%
63,177
+560
71
$2.46M 0.27%
22,710
-467
72
$2.43M 0.26%
6,930
-126
73
$2.16M 0.23%
+384,842
74
$2.09M 0.23%
74,170
+612
75
$2.01M 0.22%
13,461
-705
1 2
3
4 5