VFM

Viking Fund Management Portfolio holdings

AUM $827M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.9M
2 +$2.78M
3 +$2.2M
4
C icon
Citigroup
C
+$2.15M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Top Sells

1 +$3.22M
2 +$3.12M
3 +$2.99M
4
MMM icon
3M
MMM
+$2.18M
5
WFC icon
Wells Fargo
WFC
+$2.18M

Sector Composition

1 Energy 26.74%
2 Consumer Staples 14.46%
3 Healthcare 12.93%
4 Utilities 10.39%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,000
127
-184,092
128
-5,294
129
-55,000
130
-22,300
131
-18,000