VCM
Violich Capital Management Portfolio holdings
AUM
$711M
This Quarter Return
+3.37%
1 Year Return
+15.64%
3 Year Return
+68.62%
5 Year Return
+133.25%
10 Year Return
+343.53%
AUM
$416M
AUM Growth
+$416M
(+2.2%)
Cap. Flow
-$2.22M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
48.53%
Holding
123
New
6
Increased
18
Reduced
46
Closed
9
Top Buys
| 1 |
UnitedHealth
UNH
|
$2.07M |
| 2 |
CVS Health
CVS
|
$1.95M |
| 3 |
Verizon
VZ
|
$953K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$555K |
| 5 |
iShares Silver Trust
SLV
|
$422K |
Top Sells
| 1 |
Apple
AAPL
|
$991K |
| 2 |
Edison International
EIX
|
$877K |
| 3 |
Microsoft
MSFT
|
$667K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$598K |
| 5 |
Danaher
DHR
|
$522K |
Sector Composition
| 1 | Technology | 22.21% |
| 2 | Healthcare | 19.11% |
| 3 | Communication Services | 13.99% |
| 4 | Consumer Staples | 12.33% |
| 5 | Financials | 11.89% |
