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VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$987K
3 +$615K
4
NVDA icon
NVIDIA
NVDA
+$504K
5
XOM icon
Exxon Mobil
XOM
+$439K

Top Sells

1 +$2.88M
2 +$1.62M
3 +$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$808K
5
COST icon
Costco
COST
+$710K

Sector Composition

1 Technology 23.61%
2 Communication Services 23.52%
3 Financials 11.24%
4 Healthcare 9.74%
5 Consumer Staples 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
D icon
101
Dominion Energy
D
$60.2B
$251K 0.03%
4,055
-600
RTX icon
102
RTX Corp
RTX
$252B
$241K 0.03%
1,250
MCHP icon
103
Microchip Technology
MCHP
$51.8B
$226K 0.03%
3,500
SCHW
104
Charles Schwab
SCHW
$163B
$226K 0.03%
2,400
VMD icon
105
Viemed Healthcare
VMD
$396M
$225K 0.03%
+24,450
KMB icon
106
Kimberly-Clark
KMB
$34.6B
$221K 0.03%
2,296
-250
BA icon
107
Boeing
BA
$179B
$219K 0.03%
1,100
SIVR icon
108
abrdn Physical Silver Shares ETF
SIVR
$4.87B
$215K 0.03%
3,000
ACMR icon
109
ACM Research
ACMR
$6.3B
$211K 0.02%
5,350
-550
VO icon
110
Vanguard Mid-Cap ETF
VO
$105B
$210K 0.02%
2,920
ACAD icon
111
Acadia Pharmaceuticals
ACAD
$3.59B
$201K 0.02%
9,025
ACIW icon
112
ACI Worldwide
ACIW
$4.63B
-4,625
CMA
113
DELISTED
Comerica
CMA
-3,334
FANG icon
114
Diamondback Energy
FANG
$52.9B
-2,900
RSP icon
115
Invesco S&P 500 Equal Weight ETF
RSP
$92B
-6,250
TPB icon
116
Turning Point Brands
TPB
$1.62B
-1,940
WFC icon
117
Wells Fargo
WFC
$260B
-2,500