VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
-0.99%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$1.01B
AUM Growth
-$41M
(-3.9%)
Cap. Flow
-$2.18M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
258
New
25
Increased
46
Reduced
65
Closed
28
Top Buys
| 1 |
Becton Dickinson
BDX
|
$18.4M |
| 2 |
Bank of New York Mellon
BK
|
$13.6M |
| 3 |
Union Pacific
UNP
|
$12.4M |
| 4 |
Upstart Holdings
UPST
|
$10.9M |
| 5 |
McKesson
MCK
|
$10.4M |
Top Sells
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$22M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$19.9M |
| 3 |
Meta Platforms (Facebook)
META
|
$14.6M |
| 4 |
Adobe
ADBE
|
$14.4M |
| 5 |
Apple
AAPL
|
$14.3M |
Sector Composition
| 1 | Technology | 23.61% |
| 2 | Healthcare | 18.89% |
| 3 | Financials | 10.89% |
| 4 | Industrials | 10.23% |
| 5 | Communication Services | 5.92% |
