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
$311M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$5.31M
2 +$4.37M
3 +$2.7M
4
PRU icon
Prudential Financial
PRU
+$1.95M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1 +$3.01M
2 +$2.36M
3 +$2.29M
4
PEP icon
PepsiCo
PEP
+$2.22M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.17M

Sector Composition

1 Energy 25.85%
2 Technology 13.64%
3 Consumer Staples 11.81%
4 Financials 10.91%
5 Utilities 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-47,000