VCM
Violich Capital Management Portfolio holdings
AUM $741M
AUM
$741M
AUM Growth
-$27.6M (-4%)
Cap. Flow
-$4.32M
Cap. Flow % of AUM
-0.58%
Top 10 Holdings %Top 10 Hldgs %
59.17%
Holding
110
New
3
Increased
25
Reduced
35
Closed
7
Top Buys
| 1 | $1.08M | |
| 2 | $240K | |
| 3 | $233K | |
| 4 | $216K | |
| 5 | $195K |
Top Sells
| 1 | $3.72M | |
| 2 | $966K | |
| 3 | $598K | |
| 4 | $515K | |
| 5 | $414K |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Communication Services | 16.56% |
| 3 | Financials | 14.21% |
| 4 | Healthcare | 12.55% |
| 5 | Consumer Staples | 11.4% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,750 | Closed | – | |||
| $0 | 0% | 0 -1,980 | Closed | – |
