VT

Vise Technologies Portfolio holdings

AUM $2.42B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.48%
2 Consumer Discretionary 15.09%
3 Consumer Staples 13.58%
4 Technology 9.18%
5 Materials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$220K 0.06%
+2,512
127
$215K 0.06%
+1,237
128
$214K 0.06%
+5,475
129
$209K 0.06%
+1,255
130
$208K 0.06%
+1,214
131
$201K 0.05%
+3,541
132
$201K 0.05%
+2,862
133
$201K 0.05%
+5,100
134
$201K 0.05%
+10,602
135
$64K 0.02%
+954
136
$41K 0.01%
+11,155