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
$256M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$2.49M
3 +$2.09M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3M
5
BUFF
Blue Buffalo Pet Products, Inc
BUFF
+$1.28M

Top Sells

1 +$1.12M
2 +$1.07M
3 +$824K
4
DFS
Discover Financial Services
DFS
+$735K
5
CL icon
Colgate-Palmolive
CL
+$565K

Sector Composition

1 Consumer Discretionary 12.32%
2 Technology 12.18%
3 Financials 10.58%
4 Communication Services 10.35%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
67,008