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
$333M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$6.98M
3 +$6.32M
4
WM icon
Waste Management
WM
+$5.47M
5
V icon
Visa
V
+$5.22M

Top Sells

1 +$5.28M
2 +$4.66M
3 +$260K
4
DD icon
DuPont de Nemours
DD
+$196K
5
ABT icon
Abbott
ABT
+$168K

Sector Composition

1 Healthcare 21.85%
2 Financials 17.24%
3 Industrials 11.89%
4 Technology 9.92%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$44K 0.01%
733
-336
102
$43K 0.01%
1,140
-139,938
103
$42K 0.01%
538
-61
104
-1,575
105
-1,230
106
-1,175
107
-1,214