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
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$1.83M
3 +$1.51M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1 +$2.69M
2 +$762K
3 +$721K
4
DIS icon
Walt Disney
DIS
+$377K
5
ADP icon
Automatic Data Processing
ADP
+$317K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$31K 0.01%
12,800
102
-12,550
103
-5,380
104
-2,010
105
-6,825
106
-35,002
107
-1,500