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
176
$62K 0.01%
275
177
$62K 0.01%
927
178
$61K 0.01%
1,937
179
$59K 0.01%
5,078
180
$59K 0.01%
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181
$58K 0.01%
+748
182
$58K 0.01%
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183
$57K 0.01%
1,400
184
$57K 0.01%
532
185
$56K 0.01%
1,493
186
$56K 0.01%
295
187
$54K 0.01%
565
-350
188
$52K 0.01%
2,375
189
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190
$52K 0.01%
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191
$52K 0.01%
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192
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193
$51K 0.01%
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194
$50K 0.01%
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195
$49K 0.01%
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196
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197
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198
$47K 0.01%
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199
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191
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$46K 0.01%
350