VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$12.6M
3 +$9.97M
4
V icon
Visa
V
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.47%
2 Healthcare 13.24%
3 Energy 13.02%
4 Consumer Staples 9%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$60K 0.02%
+667