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
$567M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.68M
3
+$3.54M
4
BA icon
Boeing
BA
+$3.5M
5
PYPL icon
PayPal
PYPL
+$3.38M

Top Sells

1
+$11.8M
2
+$5.38M
3
+$4.29M
4
MDT icon
Medtronic
MDT
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Sector Composition

1 Financials 15.16%
2 Healthcare 14.57%
3 Technology 14.37%
4 Industrials 10.84%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 4.84%
204,659
+263
2
$23.8M 4.2%
480,724
+41,612
3
$20.8M 3.68%
104,548
+16,661
4
$19.9M 3.5%
302,046
+4,887
5
$17.6M 3.1%
224,217
-3,923
6
$16.5M 2.92%
95,299
+3,049
7
$16.3M 2.88%
117,361
-69
8
$15.7M 2.78%
140,833
+6,235
9
$15.2M 2.69%
61,905
-9,673
10
$15.1M 2.67%
155,224
-39,469
11
$15M 2.65%
178,836
+2,870
12
$14.8M 2.61%
347,965
+8,748
13
$14M 2.48%
107,087
-832
14
$14M 2.47%
360,665
-4,270
15
$14M 2.47%
482,524
+5,086
16
$14M 2.46%
57,243
+658
17
$13.9M 2.45%
52,404
+920
18
$12.2M 2.15%
69,748
+852
19
$12.2M 2.15%
102,005
+821
20
$11.9M 2.1%
57,235
+6,191
21
$11.5M 2.02%
173,364
+55,659
22
$10.9M 1.92%
201,200
+2,660
23
$10.8M 1.91%
66,174
-515
24
$10.3M 1.81%
109,914
+2,341
25
$9.98M 1.76%
182,931
-1,803
1
2 3 4 5