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
$587M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$306K
2 +$285K
3 +$174K
4
SCHW icon
Charles Schwab
SCHW
+$99.5K
5
TMUS icon
T-Mobile US
TMUS
+$29K

Top Sells

1 +$724K
2 +$519K
3 +$494K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Technology 27.18%
2 Healthcare 19.06%
3 Communication Services 14.86%
4 Consumer Staples 10.08%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,485