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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.28M
3 +$1.22M
4
KMI icon
Kinder Morgan
KMI
+$1.06M
5
HON icon
Honeywell
HON
+$962K

Top Sells

1 +$1.18M
2 +$950K
3 +$815K
4
IBM icon
IBM
IBM
+$543K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$539K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,095