VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+5.47%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$397M
AUM Growth
+$397M
(+6.4%)
Cap. Flow
+$6.77M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
124
New
10
Increased
41
Reduced
39
Closed
1
Top Buys
| 1 |
Arch Capital
ACGL
|
$1.62M |
| 2 |
Cummins
CMI
|
$1.1M |
| 3 |
Lam Research
LRCX
|
$990K |
| 4 |
AbbVie
ABBV
|
$593K |
| 5 |
FedEx
FDX
|
$346K |
Top Sells
| 1 |
Verizon
VZ
|
$249K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$236K |
| 3 |
McKesson
MCK
|
$196K |
| 4 |
Microsoft
MSFT
|
$182K |
| 5 |
Merck
MRK
|
$118K |
Sector Composition
| 1 | Technology | 22.06% |
| 2 | Healthcare | 17.81% |
| 3 | Financials | 14.51% |
| 4 | Communication Services | 12.68% |
| 5 | Consumer Staples | 10.7% |
