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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.08%
2 Consumer Discretionary 17.28%
3 Financials 13.71%
4 Industrials 12.57%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$207 ﹤0.01%
+3,993
127
$202 ﹤0.01%
+1,326
128
$193 ﹤0.01%
+70,000
129
$33 ﹤0.01%
+6