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
$299M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$900K
3
+$822K
4
WFC icon
Wells Fargo
WFC
+$675K
5
GILD icon
Gilead Sciences
GILD
+$481K

Top Sells

1
+$815K
2
+$390K
3
+$384K
4
VOD icon
Vodafone
VOD
+$362K
5
DORM icon
Dorman Products
DORM
+$270K

Sector Composition

1 Technology 33.5%
2 Healthcare 13.57%
3 Energy 13.37%
4 Financials 9.37%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.18%
30,633
-139
27
$2.98M 1%
25,273
+200
28
$2.44M 0.82%
49,896
+774
29
$2.32M 0.78%
59,840
+200
30
$2.27M 0.76%
118,650
31
$2.13M 0.71%
23,590
+150
32
$1.91M 0.64%
22,686
-200
33
$1.77M 0.59%
15,377
-950
34
$1.71M 0.57%
51,284
-10,834
35
$1.61M 0.54%
18,735
-100
36
$1.42M 0.47%
55,392
37
$1.42M 0.47%
50,700
+100
38
$1.41M 0.47%
8,139
-4,702
39
$1.34M 0.45%
10,490
-350
40
$1.34M 0.45%
18,762
+50
41
$1.3M 0.44%
16,577
+5,137
42
$1.28M 0.43%
18,760
-900
43
$1.23M 0.41%
43,792
+31,949
44
$1.2M 0.4%
11,276
-208
45
$1.07M 0.36%
11,905
-4,325
46
$1.07M 0.36%
10,620
-300
47
$1.04M 0.35%
15,610
-300
48
$1.03M 0.34%
8,180
+3,631
49
$1.03M 0.34%
8,592
-30
50
$1.03M 0.34%
+9,450
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2
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