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
$307M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.13M
3
+$1.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$779K
5
F icon
Ford
F
+$683K

Top Sells

1
+$1.71M
2
+$1.04M
3
+$425K
4
NVS icon
Novartis
NVS
+$320K
5
GSK icon
GSK
GSK
+$291K

Sector Composition

1 Technology 35.02%
2 Healthcare 14.55%
3 Energy 12.13%
4 Financials 9.48%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.27%
77,998
+28,102
27
$3.4M 1.11%
30,633
28
$2.75M 0.89%
25,785
+19,980
29
$2.73M 0.89%
26,823
+1,550
30
$2.67M 0.87%
59,840
31
$2.5M 0.81%
+28,127
32
$2.17M 0.71%
24,790
+1,200
33
$2.16M 0.7%
118,650
34
$1.95M 0.64%
15,587
+210
35
$1.91M 0.62%
21,410
+2,675
36
$1.85M 0.6%
21,996
-690
37
$1.36M 0.44%
19,682
+920
38
$1.29M 0.42%
54,992
-400
39
$1.25M 0.41%
10,750
+260
40
$1.24M 0.4%
6,837
-1,302
41
$1.22M 0.4%
18,660
-100
42
$1.17M 0.38%
50,600
-100
43
$1.16M 0.38%
11,276
44
$1.13M 0.37%
13,440
-3,137
45
$1.08M 0.35%
21,231
+2,157
46
$1.04M 0.34%
17,999
+7,050
47
$1.03M 0.34%
8,712
+120
48
$1.01M 0.33%
11,655
-250
49
$1.01M 0.33%
11,755
50
$997K 0.32%
10,620
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