Vulcan Value Partners Fund

Vulcan Value Partners Fund is a registered fund series of FINANCIAL INVESTORS TRUST (series S000027283). Net assets $392.0M as of 2025-07-31.

Profile

Advisers

Top holdings (32 reported)

Showing 15 of 32 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$25.9M660.73%
Amazon.com Inc$20.0M511.32%
Iqvia Holdings Inc$18.5M473.13%
Tpg Inc$18.3M466.03%
Elevance Health Inc$17.7M451.97%
Sodexo Sa$17.6M449.82%
Everest Group Ltd$17.4M442.59%
Jones Lang Lasalle Inc$16.6M423.18%
Unitedhealth Group Inc$15.5M395.37%
Costar Group Inc$15.3M391.21%
Alphabet Inc$15.0M382.16%
Stanley Black & Decker Inc$14.1M360.28%
Qorvo Inc$13.8M352.42%
Transdigm Group Inc$13.1M335.28%
Nice Ltd$11.4M290.37%

Net asset history

Report dateNet assets
2025-07-31$392.0M
2025-04-30$398.8M
2025-01-31$452.6M
2024-10-31$467.4M
2024-07-31$632.2M
2024-04-30$691.9M
2024-01-31$750.1M
2023-10-31$675.2M

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