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
$287M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$721K
3
+$647K
4
DHR icon
Danaher
DHR
+$288K
5
ARII
American Railcar Industries, Inc.
ARII
+$247K

Top Sells

1
+$1.9M
2
+$603K
3
+$307K
4
IBM icon
IBM
IBM
+$238K
5
TGT icon
Target
TGT
+$207K

Sector Composition

1 Technology 34.98%
2 Healthcare 13.37%
3 Energy 12.47%
4 Financials 9.43%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.22%
30,772
-102
27
$2.44M 0.85%
25,073
+1,130
28
$2.36M 0.82%
12,841
-1,292
29
$2.34M 0.81%
49,122
+29,265
30
$2.29M 0.8%
62,118
-51,516
31
$2.28M 0.79%
118,650
32
$2.2M 0.77%
59,640
-100
33
$1.98M 0.69%
23,440
-1,350
34
$1.82M 0.63%
16,327
+885
35
$1.6M 0.56%
22,886
-150
36
$1.51M 0.53%
18,835
+500
37
$1.34M 0.47%
10,840
+5,233
38
$1.33M 0.46%
18,712
-1,100
39
$1.32M 0.46%
55,392
-1,600
40
$1.27M 0.44%
19,660
+150
41
$1.24M 0.43%
50,600
+29,450
42
$1.21M 0.42%
11,484
43
$1.2M 0.42%
16,230
-150
44
$1.06M 0.37%
15,910
45
$1.02M 0.35%
20,190
+5,713
46
$994K 0.35%
13,047
-200
47
$978K 0.34%
8,622
+1,435
48
$967K 0.34%
10,650
-740
49
$922K 0.32%
11,440
50
$906K 0.32%
10,920
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