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
$279M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.88M
3
+$751K
4
DIS icon
Walt Disney
DIS
+$695K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Top Sells

1
+$1.52M
2
+$889K
3
+$660K
4
GLD icon
SPDR Gold Trust
GLD
+$576K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$526K

Sector Composition

1 Technology 34.2%
2 Energy 12.91%
3 Healthcare 12.78%
4 Financials 9.62%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.34%
61,060
-2,325
27
$3.33M 1.19%
30,874
+61
28
$2.53M 0.91%
14,133
-2,689
29
$2.36M 0.85%
118,650
-6,000
30
$2.35M 0.84%
59,740
-1,000
31
$2.16M 0.77%
23,943
+25
32
$2.08M 0.75%
24,790
+5,020
33
$1.84M 0.66%
15,442
+815
34
$1.46M 0.52%
23,036
-100
35
$1.4M 0.5%
18,335
+9,095
36
$1.28M 0.46%
19,812
+207
37
$1.27M 0.46%
19,510
-350
38
$1.22M 0.44%
56,992
-2,140
39
$1.21M 0.43%
32,834
+10,888
40
$1.15M 0.41%
11,484
-1,403
41
$1.12M 0.4%
15,910
+75
42
$1.11M 0.4%
16,380
+6,140
43
$1.04M 0.37%
11,390
-2,685
44
$976K 0.35%
19,857
+5,780
45
$954K 0.34%
13,247
46
$938K 0.34%
10,920
-570
47
$931K 0.33%
11,440
-150
48
$843K 0.3%
7,187
+845
49
$812K 0.29%
94,180
-27,100
50
$784K 0.28%
30,190
-984
1
2
3 4 5