VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.02M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.93M
5
JPM icon
JPMorgan Chase
JPM
+$2.2M

Top Sells

1
+$2.48M
2
+$1.85M
3
+$1.69M
4
VZ icon
Verizon
VZ
+$1.61M
5
CMCSA icon
Comcast
CMCSA
+$1.44M

Sector Composition

1 Technology 26.94%
2 Communication Services 24.44%
3 Financials 12.07%
4 Healthcare 9.49%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
76
Kenvue
KVUE
$34B
$583K 0.07%
33,802
-88
RGLD icon
77
Royal Gold
RGLD
$21.3B
$578K 0.06%
2,600
MMM icon
78
3M
MMM
$79.2B
$566K 0.06%
3,536
VLTO icon
79
Veralto
VLTO
$22.7B
$553K 0.06%
5,546
+66
PANW icon
80
Palo Alto Networks
PANW
$137B
$525K 0.06%
2,850
ALAB icon
81
Astera Labs
ALAB
$21.6B
$499K 0.06%
+3,000
SLB icon
82
SLB Ltd
SLB
$67B
$439K 0.05%
11,450
-15,700
FANG icon
83
Diamondback Energy
FANG
$51.6B
$436K 0.05%
2,900
HD icon
84
Home Depot
HD
$342B
$430K 0.05%
1,250
BLK icon
85
Blackrock
BLK
$146B
$428K 0.05%
400
PCAR icon
86
PACCAR
PCAR
$60.6B
$427K 0.05%
3,900
PCT icon
87
PureCycle Technologies
PCT
$1.06B
$418K 0.05%
48,700
+22,600
CL icon
88
Colgate-Palmolive
CL
$72.5B
$405K 0.05%
5,120
-465
SO icon
89
Southern Company
SO
$111B
$404K 0.05%
4,629
SPGI icon
90
S&P Global
SPGI
$127B
$392K 0.04%
750
NXE icon
91
NexGen Energy
NXE
$7.84B
$390K 0.04%
42,400
-3,000
HPE icon
92
Hewlett Packard
HPE
$29.1B
$380K 0.04%
+15,800
EPD icon
93
Enterprise Products Partners
EPD
$80.5B
$314K 0.04%
9,800
-5,500
EMR icon
94
Emerson Electric
EMR
$75B
$299K 0.03%
+2,250
CCJ icon
95
Cameco
CCJ
$48.1B
$293K 0.03%
3,200
+500
CMA
96
DELISTED
Comerica
CMA
$290K 0.03%
3,334
AMT icon
97
American Tower
AMT
$86.3B
$290K 0.03%
1,650
D icon
98
Dominion Energy
D
$55.8B
$273K 0.03%
4,655
AGI icon
99
Alamos Gold
AGI
$19.4B
$270K 0.03%
7,000
KMB icon
100
Kimberly-Clark
KMB
$33.3B
$257K 0.03%
2,546
-15,426
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