VC
Voit & Company Portfolio holdings
AUM
$103M
1-Year Est. Return
30.18%
This Fund
S&P 500
1 Year Est. Return
+30.18%
AUM
$103M
AUM Growth
+$9.45M
(+10%)
Holding
52
Top Buys
| 1 | +$559K | |
| 2 | +$504K | |
| 3 | +$445K | |
| 4 |
IBM
IBM
|
+$327K |
| 5 |
Kimberly-Clark
KMB
|
+$309K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$911K | |
| 3 | +$759K | |
| 4 |
DOCU
DocuSign
DOCU
|
+$371K |
| 5 |
Voya Financial
VOYA
|
+$333K |
Sector Composition
| 1 | Consumer Discretionary | 19.79% |
| 2 | Technology | 18.35% |
| 3 | Healthcare | 12.78% |
| 4 | Industrials | 11.32% |
| 5 | Financials | 9.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Marcus Corp
MCS
$482M
| – | – |
-10,015
|
|
||
|
52
Voya Financial
VOYA
$6.15B
| – | – |
-7,137
|
|