VCM
Violich Capital Management Portfolio holdings
AUM
$855M
1-Year Est. Return
31.48%
This Fund
S&P 500
1 Year Est. Return
+31.48%
AUM
$896M
AUM Growth
+$55.6M
(+6.6%)
Holding
119
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.02M | |
| 3 | +$2.94M | |
| 4 |
Amazon
AMZN
|
+$2.93M |
| 5 |
JPMorgan Chase
JPM
|
+$2.2M |
Top Sells
| 1 | +$2.48M | |
| 2 | +$1.85M | |
| 3 | +$1.69M | |
| 4 |
Verizon
VZ
|
+$1.61M |
| 5 |
Comcast
CMCSA
|
+$1.44M |
Sector Composition
| 1 | Technology | 26.94% |
| 2 | Communication Services | 24.44% |
| 3 | Financials | 12.07% |
| 4 | Healthcare | 9.49% |
| 5 | Consumer Staples | 8.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
General Dynamics
GD
$93.5B
| $251K | 0.03% |
745
+150
|
|
||
102
Acadia Pharmaceuticals
ACAD
$3.76B
| $241K | 0.03% |
+9,025
|
|
||
103
Charles Schwab
SCHW
$159B
| $240K | 0.03% |
2,400
|
|
||
104
Boeing
BA
$179B
| $239K | 0.03% |
1,100
|
|
||
105
Wells Fargo
WFC
$247B
| $233K | 0.03% |
2,500
|
|
||
106
ACM Research
ACMR
$3.45B
| $233K | 0.03% |
5,900
|
|
||
107
RTX Corp
RTX
$234B
| $229K | 0.03% |
1,250
|
|
||
108
Microchip Technology
MCHP
$50.8B
| $223K | 0.02% |
3,500
|
|
||
109
ACI Worldwide
ACIW
$4.45B
| $221K | 0.02% |
4,625
|
|
||
110
Vanguard Mid-Cap ETF
VO
$24.8B
| $212K | 0.02% |
730
|
|
||
111
Turning Point Brands
TPB
$1.6B
| $210K | 0.02% |
+1,940
|
|
||
112
abrdn Physical Silver Shares ETF
SIVR
$5.16B
| $203K | 0.02% |
+3,000
|
|
||
113
Cigna
CI
$74.8B
| – | – |
-1,353
|
|
||
|
114
Comcast
CMCSA
$97.1B
| – | – |
-45,950
|
|
||
115
Dorman Products
DORM
$3.4B
| – | – |
-1,580
|
|
||
116
Ovintiv
OVV
$17.2B
| – | – |
-5,000
|
|
||
117
Resideo Technologies
REZI
$6.08B
| – | – |
-5,500
|
|