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
$302M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.36M
3
+$638K
4
GILD icon
Gilead Sciences
GILD
+$549K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$454K

Top Sells

1
+$10.7M
2
+$1.38M
3
+$881K
4
JNJ icon
Johnson & Johnson
JNJ
+$529K
5
ADP icon
Automatic Data Processing
ADP
+$432K

Sector Composition

1 Technology 31.39%
2 Healthcare 18.92%
3 Financials 11.44%
4 Communication Services 11.15%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 1.31%
26,395
-649
27
$3.39M 1.12%
50,285
-2,636
28
$3.2M 1.06%
51,270
-1,810
29
$3.15M 1.04%
67,370
-2,102
30
$3.11M 1.03%
35,842
+5,225
31
$3.09M 1.02%
61,305
+1,127
32
$2.77M 0.92%
17,119
-250
33
$2.73M 0.91%
118,930
-112
34
$2.55M 0.84%
33,127
+50
35
$2.36M 0.78%
101,553
-6,180
36
$2.34M 0.78%
25,390
-100
37
$2.24M 0.74%
32,178
+2,420
38
$2.12M 0.7%
47,076
-1,667
39
$1.57M 0.52%
12,361
+400
40
$1.49M 0.49%
21,909
-100
41
$1.34M 0.44%
19,842
+250
42
$1.33M 0.44%
31,917
43
$1.26M 0.42%
48,360
44
$1.22M 0.41%
18,360
-300
45
$1.17M 0.39%
9,250
-60
46
$1.15M 0.38%
9,068
47
$1.14M 0.38%
14,956
48
$1.07M 0.35%
34,937
-98
49
$1.02M 0.34%
12,802
-900
50
$901K 0.3%
8,885
-2,680
1
2
3 4