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
$306M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$457K
3
+$408K
4
ABBV icon
AbbVie
ABBV
+$235K
5
THRM icon
Gentherm
THRM
+$217K

Top Sells

1
+$3.33M
2
+$481K
3
+$384K
4
CPRI icon
Capri Holdings
CPRI
+$347K
5
SJM icon
J.M. Smucker
SJM
+$266K

Sector Composition

1 Technology 32.66%
2 Healthcare 18.29%
3 Financials 11.53%
4 Energy 10.22%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.27%
83,657
+2,315
27
$3.76M 1.23%
27,180
28
$3.21M 1.05%
59,016
-1,624
29
$3.17M 1.03%
47,128
+3,500
30
$2.99M 0.98%
60,743
-100
31
$2.87M 0.94%
53,080
-100
32
$2.56M 0.83%
25,640
-350
33
$2.5M 0.82%
29,008
+355
34
$2.41M 0.79%
107,778
35
$2.32M 0.76%
31,297
+847
36
$2.19M 0.71%
16,184
+247
37
$2.12M 0.69%
24,167
-850
38
$1.62M 0.53%
25,807
-53,182
39
$1.61M 0.53%
22,009
40
$1.48M 0.48%
38,456
+11,895
41
$1.23M 0.4%
18,392
+100
42
$1.22M 0.4%
18,660
43
$1.18M 0.38%
47,960
44
$1.17M 0.38%
9,070
+299
45
$1.17M 0.38%
10,365
-525
46
$1.16M 0.38%
10,961
+350
47
$1.16M 0.38%
31,918
48
$1.13M 0.37%
35,457
49
$1.08M 0.35%
71,750
-400
50
$1.07M 0.35%
13,702
-200
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