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
$247M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.32M
3
+$3.3M
4
T icon
AT&T
T
+$2.86M
5
MON
Monsanto Co
MON
+$2.66M

Top Sells

1
+$6.03M
2
+$3.22M
3
+$1.31M
4
WMT icon
Walmart
WMT
+$1.3M
5
BDX icon
Becton Dickinson
BDX
+$1.28M

Sector Composition

1 Financials 17.16%
2 Healthcare 17.11%
3 Industrials 14.61%
4 Technology 13.13%
5 Consumer Staples 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.23M 3.34%
224,993
+1,434
2
$7.59M 3.07%
146,768
+4,444
3
$7.35M 2.98%
298,125
-52,749
4
$7.21M 2.92%
83,212
+4,809
5
$6.94M 2.81%
89,567
+2,923
6
$6.67M 2.7%
37,682
+1,301
7
$6.67M 2.7%
77,489
+1,191
8
$6.43M 2.61%
155,701
+4,631
9
$6.41M 2.6%
80,572
-572
10
$6.27M 2.54%
+231,368
11
$6.15M 2.49%
63,953
+5,098
12
$5.91M 2.39%
76,376
+2,095
13
$5.88M 2.38%
177,152
+4,840
14
$5.78M 2.34%
72,957
+286
15
$5.45M 2.21%
131,699
+3,285
16
$5.28M 2.14%
46,523
-96
17
$4.86M 1.97%
85,615
-882
18
$4.83M 1.96%
63,874
+1,712
19
$4.71M 1.91%
41,183
+10,881
20
$4.63M 1.88%
112,341
-1,801
21
$4.59M 1.86%
66,022
-5,764
22
$4.32M 1.75%
71,774
-602
23
$4.2M 1.7%
55,571
-137
24
$4.18M 1.7%
75,225
+2,114
25
$3.97M 1.61%
72,026
-109,311
1
2 3