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
$307M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$2.13M
3 +$1.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$779K
5
F icon
Ford
F
+$683K

Top Sells

1 +$1.71M
2 +$1.04M
3 +$425K
4
NVS icon
Novartis
NVS
+$320K
5
GSK icon
GSK
GSK
+$291K

Sector Composition

1 Technology 35.02%
2 Healthcare 14.55%
3 Energy 12.13%
4 Financials 9.48%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-22,800
102
-9,000
103
-51,284
104
-3,495
105
-5,030
106
-2,594
107
-4,348
108
-15,610