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
$1.01B
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$13.6M
3
+$12.4M
4
UPST icon
Upstart Holdings
UPST
+$10.9M
5
MCK icon
McKesson
MCK
+$10.4M

Top Sells

1
+$22M
2
+$19.9M
3
+$14.6M
4
ADBE icon
Adobe
ADBE
+$14.4M
5
AAPL icon
Apple
AAPL
+$14.3M

Sector Composition

1 Technology 23.61%
2 Healthcare 18.89%
3 Financials 10.89%
4 Industrials 10.23%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.2M 7.66%
441,938
-81,929
2
$63M 6.25%
204,292
-15,842
3
$41.7M 4.14%
298,440
+5,100
4
$37.7M 3.74%
984,117
-46,481
5
$30.6M 3.04%
60,003
+983
6
$29.8M 2.96%
722,327
-15,714
7
$28.6M 2.84%
104,851
+45,507
8
$27.5M 2.73%
124,136
+34,133
9
$26.6M 2.64%
87,008
+33,934
10
$25.3M 2.52%
402,420
+91,900
11
$23.6M 2.34%
90,962
+70,885
12
$21.8M 2.16%
263,616
+78,835
13
$20.8M 2.07%
73,003
+658
14
$20.4M 2.03%
152,107
+49,874
15
$19.9M 1.97%
259,981
-1,768
16
$18.9M 1.88%
66,034
+11,283
17
$18.9M 1.88%
692,520
-201,690
18
$17.7M 1.76%
36,149
-546
19
$17.7M 1.76%
307,634
+147,792
20
$17.7M 1.75%
38,934
-5,615
21
$17M 1.69%
143,489
-426
22
$16.8M 1.67%
56,206
+10,194
23
$15.2M 1.51%
90,873
-317
24
$14.6M 1.45%
198,457
+79,568
25
$14.1M 1.4%
23,873
-4
1
2 3 4 5