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
$763M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.2M
3
+$8.1M
4
PEP icon
PepsiCo
PEP
+$7.78M
5
A icon
Agilent Technologies
A
+$6.29M

Top Sells

1
+$21.8M
2
+$20.2M
3
+$20.1M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
ABBV icon
AbbVie
ABBV
+$9.53M

Sector Composition

1 Healthcare 27.09%
2 Technology 15.2%
3 Industrials 11.48%
4 Financials 7.02%
5 Energy 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.01%
300
152
$90K 0.01%
1,000
153
$88K 0.01%
300
154
$86K 0.01%
+1,995
155
$84K 0.01%
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156
$84K 0.01%
566
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157
$81K 0.01%
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158
$79K 0.01%
550
159
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2,719
160
$78K 0.01%
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161
$78K 0.01%
644
162
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600
163
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696
164
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2,573
165
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527
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166
$72K 0.01%
6,270
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167
$71K 0.01%
350
168
$70K 0.01%
1,108
169
$67K 0.01%
320
170
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171
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172
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447
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173
$63K 0.01%
240
174
$63K 0.01%
853
175
$63K 0.01%
333
-25
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7
8 9