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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$546K
3 +$423K
4
INTC icon
Intel
INTC
+$355K
5
BHP icon
BHP
BHP
+$310K

Top Sells

1 +$7.76M
2 +$1.06M
3 +$960K
4
D icon
Dominion Energy
D
+$526K
5
CVS icon
CVS Health
CVS
+$452K

Sector Composition

1 Technology 27.3%
2 Healthcare 18.33%
3 Communication Services 15.98%
4 Financials 11.08%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-42,250
102
-3