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
$410M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$4.22M
3 +$4.08M
4
SYY icon
Sysco
SYY
+$3.31M
5
NKE icon
Nike
NKE
+$3.26M

Top Sells

1 +$12.5M
2 +$6.39M
3 +$5.88M
4
ORCL icon
Oracle
ORCL
+$4.02M
5
AAPL icon
Apple
AAPL
+$3.71M

Sector Composition

1 Communication Services 14.35%
2 Technology 14.19%
3 Consumer Discretionary 13.12%
4 Healthcare 12.16%
5 Financials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,810
77
-2,000
78
-17,643
79
-53,700
80
$0 ﹤0.01%
67,008