VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+12.37%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$394M
AUM Growth
+$394M
(+12%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
47.3%
Holding
118
New
9
Increased
23
Reduced
31
Closed
6
Top Buys
| 1 |
Nike
NKE
|
$1.36M |
| 2 |
CVS Health
CVS
|
$774K |
| 3 |
Costco
COST
|
$635K |
| 4 |
Corpay
CPAY
|
$493K |
| 5 |
UnitedHealth
UNH
|
$445K |
Top Sells
| 1 |
Oracle
ORCL
|
$1.32M |
| 2 |
Arch Capital
ACGL
|
$609K |
| 3 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$547K |
| 4 |
Enterprise Products Partners
EPD
|
$330K |
| 5 |
The Mosaic Company
MOS
|
$219K |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Healthcare | 18.7% |
| 3 | Communication Services | 13.71% |
| 4 | Financials | 11.78% |
| 5 | Consumer Staples | 11.71% |
