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
$621M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$979K
2 +$881K
3 +$577K
4
ORCL icon
Oracle
ORCL
+$402K
5
HQI icon
HireQuest
HQI
+$233K

Top Sells

1 +$2.77M
2 +$1.69M
3 +$965K
4
CVS icon
CVS Health
CVS
+$713K
5
DIS icon
Walt Disney
DIS
+$491K

Sector Composition

1 Technology 29.06%
2 Healthcare 17.29%
3 Communication Services 15.6%
4 Financials 10.08%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,950
102
-2,575
103
-4,050
104
-4,600