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
$741M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$240K
3 +$233K
4
NVDA icon
NVIDIA
NVDA
+$216K
5
AMLP icon
Alerian MLP ETF
AMLP
+$195K

Top Sells

1 +$3.72M
2 +$966K
3 +$598K
4
NKE icon
Nike
NKE
+$515K
5
PM icon
Philip Morris
PM
+$414K

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
-1,243
102
-1,880