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
$308M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.13M
3
+$738K
4
MDT icon
Medtronic
MDT
+$687K
5
HON icon
Honeywell
HON
+$405K

Top Sells

1
+$3.52M
2
+$425K
3
+$377K
4
MRK icon
Merck
MRK
+$328K
5
PM icon
Philip Morris
PM
+$308K

Sector Composition

1 Technology 33.22%
2 Healthcare 17.33%
3 Financials 10.94%
4 Energy 10.37%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.28%
54,062
-50
27
$3.81M 1.24%
27,180
-149
28
$3.58M 1.16%
62,667
+40,945
29
$3.33M 1.08%
60,640
-5,974
30
$3.02M 0.98%
60,843
-300
31
$2.67M 0.87%
53,180
-4,100
32
$2.55M 0.83%
43,628
+12,600
33
$2.5M 0.81%
25,990
+100
34
$2.41M 0.78%
15,937
+39
35
$2.41M 0.78%
25,017
+650
36
$2.39M 0.78%
28,653
+300
37
$2.38M 0.77%
30,450
+8,810
38
$2.21M 0.72%
107,778
-7,200
39
$1.69M 0.55%
22,009
40
$1.45M 0.47%
14,840
-36,170
41
$1.3M 0.42%
18,292
-1,890
42
$1.29M 0.42%
18,660
43
$1.25M 0.41%
47,960
-6,760
44
$1.24M 0.4%
10,890
+90
45
$1.22M 0.4%
31,918
46
$1.21M 0.39%
8,771
-60
47
$1.17M 0.38%
35,457
+98
48
$1.17M 0.38%
72,150
+500
49
$1.14M 0.37%
13,902
50
$1.14M 0.37%
10,611
+100
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