VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
-10.44%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$352M
AUM Growth
+$352M
(-19%)
Cap. Flow
-$30.7M
Cap. Flow
% of AUM
-8.71%
Top 10 Holdings %
Top 10 Hldgs %
47.51%
Holding
118
New
3
Increased
7
Reduced
64
Closed
9
Top Buys
| 1 |
CVS Health
CVS
|
$3.31M |
| 2 |
Linde
LIN
|
$266K |
| 3 |
O-I Glass
OI
|
$200K |
| 4 |
SandRidge Energy
SD
|
$108K |
| 5 |
Waters Corp
WAT
|
$56.6K |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$14.5M |
| 2 |
FedEx
FDX
|
$2.94M |
| 3 |
Gilead Sciences
GILD
|
$2.24M |
| 4 |
Dell
DELL
|
$2.22M |
| 5 |
Schlumberger
SLB
|
$1.65M |
Sector Composition
| 1 | Technology | 20.87% |
| 2 | Healthcare | 20.44% |
| 3 | Communication Services | 13.85% |
| 4 | Financials | 11.97% |
| 5 | Consumer Staples | 11.35% |
