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
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.58M
3
+$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1
+$19.5M
2
+$16.3M
3
+$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$61K 0.01%
530
-349
202
$61K 0.01%
433
-110
203
$61K 0.01%
1,842
-53
204
$60K 0.01%
543
-427
205
$59K 0.01%
696
206
$58K 0.01%
454
-190
207
$57K 0.01%
1,512
-19
208
$57K 0.01%
+3,188
209
$56K 0.01%
816
-111
210
$55K 0.01%
503
-6
211
$54K 0.01%
328
-83
212
$54K 0.01%
530
213
$54K 0.01%
2,118
-632
214
$53K 0.01%
383
215
$53K 0.01%
381
-233
216
$52K 0.01%
350
-379
217
$52K 0.01%
1,912
-1,016
218
$50K 0.01%
337
+47
219
$50K 0.01%
913
-504
220
$50K 0.01%
2,718
221
$50K 0.01%
+2,500
222
$48K 0.01%
532
-314
223
$48K 0.01%
610
224
$47K 0.01%
498
-274
225
$47K 0.01%
217
-125
7 8
9
10 11