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
$740M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$2.01M
3 +$1.75M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.47M

Top Sells

1 +$4.32M
2 +$3.52M
3 +$1.6M
4
FDX icon
FedEx
FDX
+$1.2M
5
ADP icon
Automatic Data Processing
ADP
+$1.17M

Sector Composition

1 Technology 28.06%
2 Communication Services 18.8%
3 Healthcare 14.19%
4 Consumer Staples 10.92%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$147K 0.02%
22,500
102
$115K 0.02%
20,700
103
-12,088
104
-4,567
105
-13,700
106
-1,500
107
-34,000