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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.28M
3
+$1.22M
4
KMI icon
Kinder Morgan
KMI
+$1.06M
5
HON icon
Honeywell
HON
+$962K

Top Sells

1
+$1.18M
2
+$950K
3
+$815K
4
IBM icon
IBM
IBM
+$543K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$539K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.16%
38,735
+12,950
27
$3.64M 1.16%
38,222
+10,095
28
$3.61M 1.15%
66,614
-21,776
29
$3.13M 1%
61,143
-547
30
$2.75M 0.88%
57,280
-2,560
31
$2.72M 0.86%
28,860
+7,450
32
$2.46M 0.78%
25,890
+1,100
33
$2.42M 0.77%
28,353
+1,530
34
$2.3M 0.73%
24,367
+21,075
35
$2.27M 0.72%
114,978
-3,672
36
$2.25M 0.72%
15,898
+311
37
$2.03M 0.65%
31,028
+13,029
38
$1.82M 0.58%
22,009
+13
39
$1.56M 0.5%
21,640
+17,720
40
$1.55M 0.49%
20,182
+500
41
$1.45M 0.46%
54,720
-272
42
$1.29M 0.41%
18,660
43
$1.27M 0.4%
13,902
+462
44
$1.25M 0.4%
21,722
+491
45
$1.23M 0.39%
10,800
+50
46
$1.21M 0.39%
10,511
-765
47
$1.21M 0.39%
8,831
+119
48
$1.11M 0.35%
71,650
+25,500
49
$1.09M 0.35%
9,150
+800
50
$1.06M 0.34%
+25,036
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