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
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$803K
3 +$782K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$692K
5
V icon
Visa
V
+$621K

Top Sells

1 +$2M
2 +$1.31M
3 +$1.04M
4
RIO icon
Rio Tinto
RIO
+$464K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$205K 0.03%
+1,810
102
$165K 0.02%
22,500
103
$83K 0.01%
20,700
104
-4,700
105
-3,700
106
-1,243