VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$5.68M
3
+$2.49M
4
AMD icon
Advanced Micro Devices
AMD
+$2.12M
5
COST icon
Costco
COST
+$1.98M

Top Sells

1
+$2.23M
2
+$1.03M
3
+$537K
4
THC icon
Tenet Healthcare
THC
+$335K
5
NKE icon
Nike
NKE
+$329K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
26
Automatic Data Processing
ADP
$106B
$7.04M 0.84%
23,990
+885
DHR icon
27
Danaher
DHR
$151B
$6.87M 0.82%
34,629
+2,030
VZ icon
28
Verizon
VZ
$170B
$6.74M 0.8%
153,262
-1,025
JPM icon
29
JPMorgan Chase
JPM
$832B
$6.68M 0.79%
21,175
+2,000
AVGO icon
30
Broadcom
AVGO
$1.82T
$5.97M 0.71%
18,085
MRK icon
31
Merck
MRK
$216B
$5.87M 0.7%
69,892
-6,400
COP icon
32
ConocoPhillips
COP
$110B
$5.5M 0.65%
58,134
+3,250
MA icon
33
Mastercard
MA
$501B
$5.35M 0.64%
9,398
+300
XOM icon
34
Exxon Mobil
XOM
$496B
$4.42M 0.53%
39,175
+1,525
CVS icon
35
CVS Health
CVS
$102B
$4.24M 0.5%
56,264
+1,850
GS icon
36
Goldman Sachs
GS
$242B
$4.06M 0.48%
5,100
+450
NEE icon
37
NextEra Energy
NEE
$168B
$4.01M 0.48%
53,097
BDX icon
38
Becton Dickinson
BDX
$52B
$3.71M 0.44%
19,825
+2,611
NKE icon
39
Nike
NKE
$96.6B
$3.65M 0.43%
52,305
-4,725
META icon
40
Meta Platforms (Facebook)
META
$1.89T
$3.56M 0.42%
4,845
+285
AMGN icon
41
Amgen
AMGN
$157B
$3.22M 0.38%
11,400
-200
KO icon
42
Coca-Cola
KO
$294B
$3.08M 0.37%
46,497
-100
PG icon
43
Procter & Gamble
PG
$348B
$3.02M 0.36%
19,642
DE icon
44
Deere & Co
DE
$128B
$2.24M 0.27%
4,900
-100
KMB icon
45
Kimberly-Clark
KMB
$38.7B
$2.23M 0.27%
17,972
-70
SPY icon
46
SPDR S&P 500 ETF Trust
SPY
$683B
$2.17M 0.26%
3,259
+38
AMD icon
47
Advanced Micro Devices
AMD
$429B
$2.12M 0.25%
+13,100
CPAY icon
48
Corpay
CPAY
$18.9B
$2.1M 0.25%
7,300
+800
SYK icon
49
Stryker
SYK
$141B
$1.95M 0.23%
+5,275
ADBE icon
50
Adobe
ADBE
$141B
$1.83M 0.22%
5,191
+853
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