VCM

Vivaldi Capital Management Portfolio holdings

AUM $666M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$615K
3 +$494K
4
MSFT icon
Microsoft
MSFT
+$432K
5
SMCI icon
Super Micro Computer
SMCI
+$337K

Sector Composition

1 Technology 9.72%
2 Healthcare 3.69%
3 Financials 3.27%
4 Real Estate 2.99%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$126K 0.04%
10,100
227
$104K 0.03%
15,788
228
$54.3K 0.02%
24,032
229
$50.9K 0.01%
857
230
-118,899
231
-4,490