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
$543M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$493K
3
+$430K
4
MSFT icon
Microsoft
MSFT
+$400K
5
CRM icon
Salesforce
CRM
+$370K

Top Sells

1
+$2.34M
2
+$1.49M
3
+$1.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
AAPL icon
Apple
AAPL
+$913K

Sector Composition

1 Technology 18.21%
2 Healthcare 8.05%
3 Consumer Discretionary 7.81%
4 Industrials 5.91%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
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