VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+1.37%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$299M
AUM Growth
-$42.4M
(-12%)
Cap. Flow
-$43M
Cap. Flow
% of AUM
-14.36%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
115
New
5
Increased
19
Reduced
50
Closed
20
Top Buys
| 1 |
Medtronic
MDT
|
$8.05M |
| 2 |
Apple
AAPL
|
$3.41M |
| 3 |
Cigna
CI
|
$2.75M |
| 4 |
Intel
INTC
|
$2.54M |
| 5 |
AbbVie
ABBV
|
$265K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$9.34M |
| 2 |
Xerox
XRX
|
$9.29M |
| 3 |
Waste Management
WM
|
$6.36M |
| 4 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$5.43M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$5.41M |
Sector Composition
| 1 | Healthcare | 25.51% |
| 2 | Industrials | 12.17% |
| 3 | Financials | 12.08% |
| 4 | Energy | 8.66% |
| 5 | Technology | 7.94% |
