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
$763M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.2M
3
+$8.1M
4
PEP icon
PepsiCo
PEP
+$7.78M
5
A icon
Agilent Technologies
A
+$6.29M

Top Sells

1
+$21.8M
2
+$20.2M
3
+$20.1M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
ABBV icon
AbbVie
ABBV
+$9.53M

Sector Composition

1 Healthcare 27.09%
2 Technology 15.2%
3 Industrials 11.48%
4 Financials 7.02%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.23%
6,491
+200
77
$1.63M 0.21%
16,034
-55,542
78
$1.54M 0.2%
5,600
-260
79
$1.53M 0.2%
24,135
-1,079
80
$1.44M 0.19%
17,706
81
$1.43M 0.19%
+8,654
82
$1.38M 0.18%
+51,978
83
$1.29M 0.17%
+23,292
84
$991K 0.13%
24,580
-200
85
$938K 0.12%
2,627
86
$869K 0.11%
9,951
+359
87
$823K 0.11%
14,887
-196
88
$818K 0.11%
3,053
89
$725K 0.1%
+36,820
90
$706K 0.09%
8,257
91
$643K 0.08%
14,684
+1
92
$599K 0.08%
19,000
93
$545K 0.07%
3,521
+656
94
$516K 0.07%
13,474
95
$460K 0.06%
2,063
96
$431K 0.06%
7,688
+2,105
97
$360K 0.05%
2,972
98
$354K 0.05%
1,973
99
$353K 0.05%
1,321
-1
100
$349K 0.05%
2,040
-260
2 3
4
5 6