VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+15.2%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$948M
AUM Growth
+$97.7M
(+11%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
37.73%
Holding
281
New
39
Increased
95
Reduced
55
Closed
19
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$19.7M |
| 2 |
Amazon
AMZN
|
$15.8M |
| 3 |
Microsoft
MSFT
|
$13.8M |
| 4 |
Apple
AAPL
|
$12.8M |
| 5 |
Advanced Micro Devices
AMD
|
$8.63M |
Top Sells
| 1 |
Corteva
CTVA
|
$14.7M |
| 2 |
ConocoPhillips
COP
|
$11.7M |
| 3 |
Elevance Health
ELV
|
$10.2M |
| 4 |
Canadian Pacific Kansas City
CP
|
$10M |
| 5 |
Home Depot
HD
|
$8.6M |
Sector Composition
| 1 | Technology | 34% |
| 2 | Healthcare | 15.06% |
| 3 | Consumer Discretionary | 9.27% |
| 4 | Financials | 8.71% |
| 5 | Communication Services | 7.86% |
