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
$247M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$12.6M
3
+$9.97M
4
V icon
Visa
V
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.47%
2 Healthcare 13.24%
3 Energy 13.02%
4 Consumer Staples 9%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.2%
+30,833
27
$2.81M 1.14%
+33,225
28
$2.48M 1.01%
+40,685
29
$2.15M 0.87%
+125,550
30
$1.99M 0.81%
+62,440
31
$1.72M 0.7%
+43,790
32
$1.7M 0.69%
+23,718
33
$1.54M 0.63%
+13,966
34
$1.43M 0.58%
+47,675
35
$1.27M 0.52%
+10,700
36
$1.27M 0.51%
+23,330
37
$1.21M 0.49%
+59,532
38
$1.2M 0.49%
+12,887
39
$1.16M 0.47%
+122,030
40
$1.11M 0.45%
+17,310
41
$1.09M 0.44%
+13,375
42
$1.08M 0.44%
+18,955
43
$1.06M 0.43%
+18,460
44
$997K 0.4%
+11,890
45
$892K 0.36%
+11,590
46
$869K 0.35%
+15,935
47
$846K 0.34%
+13,359
48
$815K 0.33%
+16,206
49
$781K 0.32%
+9,405
50
$755K 0.31%
+31,174
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