VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+10.12%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$458M
AUM Growth
+$458M
(+10%)
Cap. Flow
+$3.87M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
49.23%
Holding
120
New
6
Increased
21
Reduced
37
Closed
7
Top Buys
| 1 |
Comcast
CMCSA
|
$2.26M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.08M |
| 3 |
Verizon
VZ
|
$546K |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$399K |
| 5 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
$379K |
Top Sells
| 1 |
AbbVie
ABBV
|
$437K |
| 2 |
Brookfield
BN
|
$305K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$305K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$294K |
| 5 |
Apple
AAPL
|
$258K |
Sector Composition
| 1 | Technology | 22.74% |
| 2 | Healthcare | 19.89% |
| 3 | Communication Services | 14.78% |
| 4 | Financials | 11.58% |
| 5 | Consumer Staples | 11.28% |
