VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+3.79%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$315M
AUM Growth
+$315M
(+2.5%)
Cap. Flow
+$2.01M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
50.99%
Holding
105
New
4
Increased
38
Reduced
39
Closed
5
Top Buys
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$1.99M |
| 2 |
Medtronic
MDT
|
$1.28M |
| 3 |
Gilead Sciences
GILD
|
$1.22M |
| 4 |
Kinder Morgan
KMI
|
$1.06M |
| 5 |
Honeywell
HON
|
$962K |
Top Sells
| 1 |
Merck
MRK
|
$1.18M |
| 2 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$815K |
| 3 |
IBM
IBM
|
$543K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$539K |
| 5 |
Becton Dickinson
BDX
|
$449K |
Sector Composition
| 1 | Technology | 35.03% |
| 2 | Healthcare | 15.77% |
| 3 | Energy | 10.91% |
| 4 | Financials | 10.5% |
| 5 | Consumer Staples | 8.28% |