VC
Vestor Capital Portfolio holdings
AUM
$1.34B
1-Year Return
30.79%
This Quarter Return
+16.14%
1 Year Return
+30.79%
3 Year Return
+164.01%
5 Year Return
+289.43%
10 Year Return
–
AUM
$1.05B
AUM Growth
+$126M
(+14%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
270
New
26
Increased
76
Reduced
92
Closed
31
Top Buys
| 1 |
Bank of America
BAC
|
+$17.9M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$15.7M |
| 3 |
Intel
INTC
|
+$15.2M |
| 4 |
Unity
U
|
+$10.3M |
| 5 |
Apple
AAPL
|
+$9.6M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
+$12.9M |
| 2 |
McKesson
MCK
|
+$12.8M |
| 3 |
PepsiCo
PEP
|
+$12.3M |
| 4 |
Schlumberger
SLB
|
+$11.7M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$11.4M |
Sector Composition
| 1 | Technology | 38.3% |
| 2 | Consumer Discretionary | 11.08% |
| 3 | Financials | 10.78% |
| 4 | Healthcare | 8.92% |
| 5 | Communication Services | 8.34% |
