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
$286M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$576K
3
+$214K
4
DORM icon
Dorman Products
DORM
+$208K
5
AZO icon
AutoZone
AZO
+$201K

Top Sells

1
+$670K
2
+$536K
3
+$456K
4
MCD icon
McDonald's
MCD
+$303K
5
MSFT icon
Microsoft
MSFT
+$245K

Sector Composition

1 Technology 32.21%
2 Healthcare 18.14%
3 Financials 11.83%
4 Communication Services 10.05%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.18%
119,042
-561
27
$3.33M 1.17%
69,472
-200
28
$3.26M 1.14%
53,080
29
$2.84M 0.99%
60,178
+1,162
30
$2.73M 0.96%
30,617
+6,450
31
$2.64M 0.92%
48,478
+1,350
32
$2.64M 0.92%
107,733
-45
33
$2.51M 0.88%
17,369
+1,185
34
$2.26M 0.79%
25,490
-150
35
$2.21M 0.78%
33,077
+1,780
36
$2.18M 0.76%
48,743
-12,000
37
$2.05M 0.72%
29,758
+750
38
$1.38M 0.48%
19,592
+1,200
39
$1.38M 0.48%
25,607
-200
40
$1.32M 0.46%
22,009
41
$1.3M 0.46%
11,961
+1,000
42
$1.24M 0.43%
11,565
+1,200
43
$1.18M 0.41%
18,660
44
$1.18M 0.41%
48,360
+400
45
$1.15M 0.4%
31,917
-1
46
$1.1M 0.39%
9,310
+240
47
$1.1M 0.39%
39,839
+1,383
48
$1.05M 0.37%
9,068
+740
49
$1.04M 0.37%
35,035
-422
50
$1.03M 0.36%
14,956
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