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
$279M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$2.88M
3 +$751K
4
DIS icon
Walt Disney
DIS
+$695K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Top Sells

1 +$1.52M
2 +$889K
3 +$660K
4
GLD icon
SPDR Gold Trust
GLD
+$576K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$526K

Sector Composition

1 Technology 34.2%
2 Energy 12.91%
3 Healthcare 12.78%
4 Financials 9.62%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,924
102
-4,600
103
-40,341
104
-4,150
105
-10,520
106
-6,638
107
-6,330