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
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$3.04M
3 +$1.25M
4
CMCSA icon
Comcast
CMCSA
+$444K
5
SCCO icon
Southern Copper
SCCO
+$437K

Top Sells

1 +$1.62M
2 +$1.12M
3 +$618K
4
ORCL icon
Oracle
ORCL
+$580K
5
ADP icon
Automatic Data Processing
ADP
+$577K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,200
102
-1,707
103
-10,375
104
-45,000
105
-12,000