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
$317M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$342K
3
+$318K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$259K
5
NSP icon
Insperity
NSP
+$236K

Top Sells

1
+$680K
2
+$435K
3
+$178K
4
JNJ icon
Johnson & Johnson
JNJ
+$139K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$93.4K

Sector Composition

1 Technology 30.18%
2 Healthcare 20.26%
3 Financials 11%
4 Communication Services 10.08%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.31%
25,011
27
$3.82M 1.21%
38,972
+2,640
28
$3.77M 1.19%
49,825
-200
29
$3.45M 1.09%
21,962
+5,013
30
$3.09M 0.97%
56,142
-80
31
$3.01M 0.95%
118,252
-392
32
$2.88M 0.91%
66,050
-770
33
$2.86M 0.9%
32,977
+250
34
$2.75M 0.87%
34,793
+275
35
$2.73M 0.86%
24,990
-250
36
$2.69M 0.85%
48,770
-400
37
$2.52M 0.79%
13,480
+625
38
$2.4M 0.76%
100,053
39
$2.2M 0.69%
45,676
-100
40
$2.16M 0.68%
17,065
+2,515
41
$1.71M 0.54%
12,436
+75
42
$1.64M 0.52%
21,609
-200
43
$1.55M 0.49%
47,560
-400
44
$1.55M 0.49%
19,892
-100
45
$1.33M 0.42%
9,070
-60
46
$1.31M 0.41%
17,910
-300
47
$1.25M 0.4%
9,068
48
$1.18M 0.37%
14,956
49
$1.17M 0.37%
31,917
50
$1.1M 0.35%
33,066
+120
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