VCM

Vision Capital Management Portfolio holdings

AUM $761M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$12.5M
3 +$10.1M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.89M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.36M

Top Sells

1 +$12.1M
2 +$11.4M
3 +$8.48M
4
CAB
Cabela's Inc
CAB
+$7.44M
5
CTXS
Citrix Systems Inc
CTXS
+$6.48M

Sector Composition

1 Consumer Discretionary 14.16%
2 Technology 13.78%
3 Communication Services 13.74%
4 Healthcare 12.85%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-38,228
77
-117,447
78
-163,181
79
-34,500
80
$0 ﹤0.01%
+67,008