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
$292M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$2.41M
3 +$2.32M
4
UHAL icon
U-Haul Holding Co
UHAL
+$1.76M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.33M

Top Sells

1 +$4.04M
2 +$1.69M
3 +$1.58M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.02M
5
ZTS icon
Zoetis
ZTS
+$963K

Sector Composition

1 Consumer Discretionary 11.2%
2 Technology 10.71%
3 Communication Services 9.67%
4 Financials 8.73%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.07%
+5,213
77
$195K 0.07%
15,942
78
$70K 0.02%
12,900
79
-5,612
80
-136,977
81
$0 ﹤0.01%
67,008