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
$586M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$238K
3 +$215K
4
AMLP icon
Alerian MLP ETF
AMLP
+$190K
5
COP icon
ConocoPhillips
COP
+$83.9K

Top Sells

1 +$3.62M
2 +$3.11M
3 +$2.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.71M
5
V icon
Visa
V
+$1.39M

Sector Composition

1 Technology 26.57%
2 Healthcare 17.6%
3 Communication Services 16.93%
4 Consumer Staples 10.35%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,074
102
-7,200