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
$851M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$10.8M
4
V icon
Visa
V
+$10.7M
5
MRVL icon
Marvell Technology
MRVL
+$9.06M

Top Sells

1
+$18.2M
2
+$14.3M
3
+$12.2M
4
LLY icon
Eli Lilly
LLY
+$11.4M
5
UNP icon
Union Pacific
UNP
+$10.4M

Sector Composition

1 Technology 25.18%
2 Healthcare 18.6%
3 Financials 8.67%
4 Energy 7.59%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$894K 0.11%
24,792
+28
102
$687K 0.08%
7,796
-366
103
$673K 0.08%
3,174
-67,547
104
$651K 0.08%
3,066
-33
105
$645K 0.08%
3,521
106
$610K 0.07%
14,952
-545
107
$518K 0.06%
1,043
108
$505K 0.06%
3,255
109
$503K 0.06%
2,066
-3
110
$465K 0.05%
7,503
-233
111
$447K 0.05%
23,209
-188
112
$446K 0.05%
4,304
+1,290
113
$395K 0.05%
1,933
-40
114
$391K 0.05%
2,044
-4
115
$367K 0.04%
3,769
-86
116
$350K 0.04%
1,091
-230
117
$314K 0.04%
+17,198
118
$281K 0.03%
747
119
$270K 0.03%
3,873
-14
120
$265K 0.03%
1,368
-62
121
$255K 0.03%
1,129
-12
122
$237K 0.03%
5,594
-7,880
123
$236K 0.03%
4,988
124
$227K 0.03%
8,918
125
$213K 0.03%
1,589
3 4
5
6 7