VCM
Violich Capital Management Portfolio holdings
AUM
$840M
1-Year Est. Return
26.55%
1 Year Est. Return
+26.55%
AUM
$840M
AUM Growth
+$130M
(+18%)
Holding
112
Top Buys
| 1 | +$7.74M | |
| 2 | +$5.68M | |
| 3 | +$2.49M | |
| 4 |
Advanced Micro Devices
AMD
|
+$2.12M |
| 5 |
Costco
COST
|
+$1.98M |
Top Sells
| 1 | +$2.23M | |
| 2 | +$1.03M | |
| 3 | +$537K | |
| 4 |
Tenet Healthcare
THC
|
+$335K |
| 5 |
Nike
NKE
|
+$329K |
Sector Composition
| 1 | Technology | 30.04% |
| 2 | Communication Services | 20.64% |
| 3 | Financials | 12.19% |
| 4 | Healthcare | 9.72% |
| 5 | Consumer Staples | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Cameco
CCJ
$39.8B
| $226K | 0.03% |
+2,700
|
|
||
102
Microchip Technology
MCHP
$36.3B
| $225K | 0.03% |
3,500
|
|
||
103
Vanguard Mid-Cap ETF
VO
$90.6B
| $214K | 0.03% |
730
|
|
||
104
Wells Fargo
WFC
$291B
| $210K | 0.02% |
2,500
|
|
||
105
RTX Corp
RTX
$240B
| $209K | 0.02% |
+1,250
|
|
||
106
General Dynamics
GD
$91.2B
| $203K | 0.02% |
+595
|
|
||
107
Ovintiv
OVV
$10.2B
| $202K | 0.02% |
+5,000
|
|
||
108
Kyndryl
KD
$6.15B
| – | – |
-4,770
|
|
||
109
Oneok
OKE
$46.3B
| – | – |
-2,581
|
|
||
|
110
Tenet Healthcare
THC
$17.5B
| – | – |
-1,905
|
|