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
$445M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$5.14M
3 +$3.06M
4
ORCL icon
Oracle
ORCL
+$2.17M
5
UNP icon
Union Pacific
UNP
+$2.06M

Top Sells

1 +$8.84M
2 +$5.35M
3 +$3.85M
4
SLB icon
SLB Ltd
SLB
+$3.79M
5
PSX icon
Phillips 66
PSX
+$3.62M

Sector Composition

1 Healthcare 17.11%
2 Financials 13.32%
3 Technology 13.16%
4 Industrials 6.53%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,302
127
-549
128
-177
129
-4,000
130
-513
131
-3,925