VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+9.62%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$438M
AUM Growth
+$438M
(+10%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
44.45%
Holding
125
New
2
Increased
29
Reduced
52
Closed
10
Top Buys
| 1 |
FedEx
FDX
|
$4.8M |
| 2 |
AbbVie
ABBV
|
$2.99M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
$1.52M |
| 4 |
Lam Research
LRCX
|
$1.01M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$701K |
Top Sells
| 1 |
Dell
DELL
|
$1.8M |
| 2 |
McKesson
MCK
|
$1.64M |
| 3 |
Arch Capital
ACGL
|
$1.5M |
| 4 |
Visa
V
|
$760K |
| 5 |
Microsoft
MSFT
|
$724K |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Healthcare | 18.22% |
| 3 | Financials | 14.35% |
| 4 | Communication Services | 12.59% |
| 5 | Consumer Staples | 10.31% |
