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
101
$580K 0.05%
9,483
+154
102
$562K 0.05%
1,266
+48
103
$548K 0.05%
3,255
104
$545K 0.05%
2,615
+54
105
$518K 0.04%
3,273
-229
106
$415K 0.04%
1,160
107
$394K 0.03%
1,574
-119
108
$384K 0.03%
13,827
-296
109
$379K 0.03%
4,142
+142
110
$347K 0.03%
2,478
111
$344K 0.03%
716
+239
112
$329K 0.03%
687
-7
113
$312K 0.03%
1,911
+200
114
$301K 0.03%
4,988
115
$285K 0.02%
1,490
116
$285K 0.02%
5,594
117
$281K 0.02%
2,940
118
$270K 0.02%
1,340
-75
119
$266K 0.02%
9,015
+18
120
$264K 0.02%
1,282
121
$263K 0.02%
3,754
+137
122
$252K 0.02%
5,781
+787
123
$247K 0.02%
+1,924
124
$238K 0.02%
1,604
-38
125
$235K 0.02%
661
3 4
5
6 7