VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$273K
3 +$252K
4
GLD icon
SPDR Gold Trust
GLD
+$214K
5
MSFT icon
Microsoft
MSFT
+$205K

Top Sells

1 +$3.83M
2 +$947K
3 +$623K
4
NKE icon
Nike
NKE
+$597K
5
COP icon
ConocoPhillips
COP
+$386K

Sector Composition

1 Technology 25.83%
2 Communication Services 16.56%
3 Financials 14.21%
4 Healthcare 12.55%
5 Consumer Staples 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,903
102
-3,500