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
$1.18B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$18.5M
3
+$17.9M
4
MDT icon
Medtronic
MDT
+$12.4M
5
NVDA icon
NVIDIA
NVDA
+$9.71M

Top Sells

1
+$30.9M
2
+$19.7M
3
+$15.6M
4
ORCL icon
Oracle
ORCL
+$15.1M
5
SPGI icon
S&P Global
SPGI
+$11.5M

Sector Composition

1 Technology 35.72%
2 Communication Services 11.94%
3 Consumer Discretionary 10.31%
4 Financials 10.07%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.54%
75,092
-881
52
$6.32M 0.53%
15,838
+325
53
$5.67M 0.48%
11,467
-247
54
$5.48M 0.46%
38,435
-480
55
$5.07M 0.43%
65,689
+64,996
56
$4.73M 0.4%
66,720
+19,987
57
$4.56M 0.38%
+47,058
58
$4.32M 0.36%
16,091
-1
59
$4.27M 0.36%
77,884
-205,381
60
$4.25M 0.36%
69,889
-17,056
61
$4.24M 0.36%
17,132
-584
62
$4.01M 0.34%
31,545
-222
63
$3.77M 0.32%
+33,563
64
$3.75M 0.32%
+11,703
65
$3.61M 0.3%
38,341
-1,085
66
$3.6M 0.3%
35,195
-909
67
$3.48M 0.29%
69,135
+2,553
68
$3.26M 0.28%
66,889
+3,396
69
$3.08M 0.26%
294,153
+7,366
70
$2.98M 0.25%
29,735
+689
71
$2.92M 0.25%
6,957
-24
72
$2.88M 0.24%
26,050
-11,635
73
$2.87M 0.24%
21,798
-548
74
$2.75M 0.23%
+73,829
75
$2.62M 0.22%
+7,313
1 2
3
4 5