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
$311M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$815K
4
GLD icon
SPDR Gold Trust
GLD
+$667K
5
RGLD icon
Royal Gold
RGLD
+$247K

Top Sells

1
+$714K
2
+$540K
3
+$257K
4
XOM icon
Exxon Mobil
XOM
+$256K
5
PM icon
Philip Morris
PM
+$248K

Sector Composition

1 Technology 31.47%
2 Healthcare 19.56%
3 Financials 10.98%
4 Communication Services 10.72%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.19%
25,011
-1,384
27
$3.42M 1.1%
50,025
-260
28
$3.38M 1.09%
36,332
+490
29
$3.02M 0.97%
49,170
-2,100
30
$2.84M 0.91%
56,222
-5,083
31
$2.74M 0.88%
118,644
-286
32
$2.69M 0.86%
66,820
-550
33
$2.67M 0.86%
16,949
-170
34
$2.64M 0.85%
25,240
-150
35
$2.55M 0.82%
34,518
+2,340
36
$2.46M 0.79%
32,727
-400
37
$2.37M 0.76%
100,053
-1,500
38
$2.08M 0.67%
45,776
-1,300
39
$2.02M 0.65%
+12,855
40
$1.71M 0.55%
14,550
+5,665
41
$1.66M 0.53%
12,361
42
$1.5M 0.48%
19,992
+150
43
$1.5M 0.48%
21,809
-100
44
$1.42M 0.46%
47,960
-400
45
$1.29M 0.41%
18,210
-150
46
$1.27M 0.41%
9,130
-120
47
$1.22M 0.39%
31,917
48
$1.14M 0.37%
9,068
49
$1.13M 0.36%
14,956
50
$993K 0.32%
12,062
-740
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