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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$2.17M
3 +$805K
4
BHP icon
BHP
BHP
+$271K
5
TPIC
TPI Composites
TPIC
+$245K

Top Sells

1 +$2.59M
2 +$2.32M
3 +$2.21M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-26,737
102
-5,900
103
-1,825
104
-2,300