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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$4.8M
3 +$4.69M
4
PM icon
Philip Morris
PM
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1 +$5.07M
2 +$4.42M
3 +$3.35M
4
CVS icon
CVS Health
CVS
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,450
102
-5,500
103
-8,865
104
-20,700
105
-68,185
106
-5,000
107
-5,000