VCM
Violich Capital Management Portfolio holdings
AUM
$855M
1-Year Est. Return
31.48%
This Fund
S&P 500
1 Year Est. Return
+31.48%
AUM
$855M
AUM Growth
-$40.6M
(-4.5%)
Holding
124
Top Buys
| 1 | +$2.15M | |
| 2 | +$987K | |
| 3 | +$615K | |
| 4 |
NVIDIA
NVDA
|
+$504K |
| 5 |
Exxon Mobil
XOM
|
+$439K |
Top Sells
| 1 | +$2.88M | |
| 2 | +$1.62M | |
| 3 | +$1.2M | |
| 4 |
Automatic Data Processing
ADP
|
+$808K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Dominion Energy
D
$56.2B
| $251K | 0.03% |
4,055
-600
|
|
||
102
RTX Corp
RTX
$234B
| $241K | 0.03% |
1,250
|
|
||
103
Microchip Technology
MCHP
$50.8B
| $226K | 0.03% |
3,500
|
|
||
104
Charles Schwab
SCHW
$159B
| $226K | 0.03% |
2,400
|
|
||
105
Viemed Healthcare
VMD
$384M
| $225K | 0.03% |
+24,450
|
|
||
106
Kimberly-Clark
KMB
$32.4B
| $221K | 0.03% |
2,296
-250
|
|
||
107
Boeing
BA
$179B
| $219K | 0.03% |
1,100
|
|
||
108
abrdn Physical Silver Shares ETF
SIVR
$5.16B
| $215K | 0.03% |
3,000
|
|
||
109
ACM Research
ACMR
$3.45B
| $211K | 0.02% |
5,350
-550
|
|
||
110
Vanguard Mid-Cap ETF
VO
$24.8B
| $210K | 0.02% |
730
|
|
||
111
Acadia Pharmaceuticals
ACAD
$3.76B
| $201K | 0.02% |
9,025
|
|
||
112
ACI Worldwide
ACIW
$4.45B
| – | – |
-4,625
|
|
||
|
CMA
113
DELISTED
Comerica
CMA
| – | – |
-3,334
|
|
||
114
Diamondback Energy
FANG
$58.4B
| – | – |
-2,900
|
|
||
115
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
| – | – |
-6,250
|
|
||
116
Turning Point Brands
TPB
$1.6B
| – | – |
-1,940
|
|
||
117
Wells Fargo
WFC
$247B
| – | – |
-2,500
|
|