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
NVDA icon
76
NVIDIA
NVDA
$4.25T
$548K 0.07%
2,935
+445
RGLD icon
77
Royal Gold
RGLD
$18.5B
$522K 0.06%
2,600
TMO icon
78
Thermo Fisher Scientific
TMO
$215B
$509K 0.06%
1,050
+39
HD icon
79
Home Depot
HD
$358B
$506K 0.06%
1,250
EPD icon
80
Enterprise Products Partners
EPD
$69.5B
$478K 0.06%
15,300
BLK icon
81
Blackrock
BLK
$169B
$466K 0.06%
400
CL icon
82
Colgate-Palmolive
CL
$63.1B
$446K 0.05%
5,585
SO icon
83
Southern Company
SO
$93B
$439K 0.05%
4,629
FANG icon
84
Diamondback Energy
FANG
$44.9B
$415K 0.05%
2,900
NXE icon
85
NexGen Energy
NXE
$5.83B
$406K 0.05%
45,400
CI icon
86
Cigna
CI
$73.4B
$390K 0.05%
1,353
PCAR icon
87
PACCAR
PCAR
$58.6B
$383K 0.05%
3,900
SPGI icon
88
S&P Global
SPGI
$152B
$365K 0.04%
750
PCT icon
89
PureCycle Technologies
PCT
$1.58B
$343K 0.04%
26,100
+2,200
AMT icon
90
American Tower
AMT
$84.6B
$317K 0.04%
+1,650
HII icon
91
Huntington Ingalls Industries
HII
$12.8B
$298K 0.04%
1,035
+15
D icon
92
Dominion Energy
D
$50.7B
$285K 0.03%
4,655
DORM icon
93
Dorman Products
DORM
$3.91B
$246K 0.03%
+1,580
ACIW icon
94
ACI Worldwide
ACIW
$4.9B
$244K 0.03%
4,625
AGI icon
95
Alamos Gold
AGI
$16.2B
$244K 0.03%
+7,000
REZI icon
96
Resideo Technologies
REZI
$5.42B
$237K 0.03%
+5,500
BA icon
97
Boeing
BA
$160B
$237K 0.03%
1,100
ACMR icon
98
ACM Research
ACMR
$2.52B
$231K 0.03%
+5,900
SCHW icon
99
Charles Schwab
SCHW
$172B
$229K 0.03%
2,400
CMA icon
100
Comerica
CMA
$11.4B
$228K 0.03%
+3,334