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
$306M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$457K
3 +$408K
4
ABBV icon
AbbVie
ABBV
+$235K
5
THRM icon
Gentherm
THRM
+$217K

Top Sells

1 +$3.33M
2 +$481K
3 +$384K
4
CPRI icon
Capri Holdings
CPRI
+$347K
5
SJM icon
J.M. Smucker
SJM
+$266K

Sector Composition

1 Technology 32.66%
2 Healthcare 18.29%
3 Financials 11.53%
4 Energy 10.22%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,275