VCM
Vigilant Capital Management Portfolio holdings
AUM
$1.34B
1-Year Return
15.33%
This Quarter Return
+7.02%
1 Year Return
+15.33%
3 Year Return
+48.75%
5 Year Return
+83.06%
10 Year Return
+200.62%
AUM
$1.24B
AUM Growth
+$112M
(+10%)
Cap. Flow
+$32M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
29.94%
Holding
452
New
96
Increased
129
Reduced
64
Closed
14
Top Buys
| 1 |
Baker Hughes
BKR
|
$15.7M |
| 2 |
GrafTech
EAF
|
$7.23M |
| 3 |
Abbott
ABT
|
$2.21M |
| 4 |
Union Pacific
UNP
|
$2.01M |
| 5 |
Nike
NKE
|
$1.24M |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$4.83M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$996K |
| 3 |
FRC
First Republic Bank
FRC
|
$992K |
| 4 |
Sherwin-Williams
SHW
|
$691K |
| 5 |
Linde
LIN
|
$566K |
Sector Composition
| 1 | Technology | 19.99% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 11.33% |
| 4 | Consumer Discretionary | 10.61% |
| 5 | Industrials | 10.61% |
