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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$4.14M
3 +$3.28M
4
AAPL icon
Apple
AAPL
+$2.38M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1 +$380K
2 +$353K
3 +$322K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.03%
+1,500
102
$123K 0.02%
20,700
103
-6,440
104
-2,525
105
-4,000
106
-4,600