VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+0.62%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$306M
AUM Growth
+$306M
(-0.55%)
Cap. Flow
-$1.92M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
51.13%
Holding
106
New
6
Increased
27
Reduced
42
Closed
6
Top Buys
| 1 |
Danaher
DHR
|
$1.77M |
| 2 |
Kinder Morgan
KMI
|
$457K |
| 3 |
Honeywell
HON
|
$408K |
| 4 |
AbbVie
ABBV
|
$235K |
| 5 |
Gentherm
THRM
|
$217K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$3.33M |
| 2 |
McDonald's
MCD
|
$481K |
| 3 |
Philip Morris
PM
|
$384K |
| 4 |
Capri Holdings
CPRI
|
$347K |
| 5 |
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% |