VCM

Vision Capital Management Portfolio holdings

AUM $811M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.11M
3
+$1.91M
4
AMGN icon
Amgen
AMGN
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M

Top Sells

1
+$3M
2
+$1.84M
3
+$1.7M
4
V icon
Visa
V
+$1.03M
5
TSLA icon
Tesla
TSLA
+$550K

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 9.9%
3 Healthcare 7.59%
4 Communication Services 5.86%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.38%
57,833
+41
52
$2.44M 0.36%
18,956
+1,149
53
$2.42M 0.36%
13,256
+1,778
54
$2.4M 0.36%
22,264
+5,940
55
$2.39M 0.36%
136,292
+1,751
56
$2.35M 0.35%
9,251
+226
57
$2.23M 0.33%
83,124
+492
58
$2.14M 0.32%
26,939
+3,897
59
$2.11M 0.32%
+58,168
60
$2.06M 0.31%
62,935
-2,060
61
$2.05M 0.31%
16,286
-91
62
$2M 0.3%
18,616
-17
63
$1.94M 0.29%
7,036
+10
64
$1.91M 0.29%
+63,825
65
$1.81M 0.27%
6,052
-150
66
$1.68M 0.25%
19,852
-602
67
$1.68M 0.25%
32,277
-57,763
68
$1.56M 0.23%
18,270
+114
69
$1.53M 0.23%
19,543
-13
70
$1.52M 0.23%
20,716
-111
71
$1.34M 0.2%
5,074
72
$1.34M 0.2%
3,801
-1,560
73
$1.31M 0.19%
68,838
-732
74
$1.29M 0.19%
17,775
+54
75
$1.28M 0.19%
31,643
+4,406
1 2
3
4 5