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
$285M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$2.31M
3
+$1.59M
4
AEM icon
Agnico Eagle Mines
AEM
+$924K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$280K

Top Sells

1
+$48.2M
2
+$1.37M
3
+$452K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$208K
5
THRM icon
Gentherm
THRM
+$206K

Sector Composition

1 Healthcare 21.93%
2 Technology 21.66%
3 Financials 12.55%
4 Communication Services 11.88%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.44%
41,815
+2,843
27
$4.02M 1.41%
43,247
-450
28
$3.77M 1.32%
89,198
-3,400
29
$3.65M 1.28%
118,084
-168
30
$3.57M 1.25%
48,975
-850
31
$3.36M 1.18%
56,431
+289
32
$2.8M 0.98%
32,377
-600
33
$2.77M 0.97%
35,268
+475
34
$2.75M 0.96%
24,440
-550
35
$2.73M 0.96%
62,800
-3,250
36
$2.64M 0.93%
100,053
37
$2.5M 0.88%
47,570
-1,200
38
$2.25M 0.79%
13,480
39
$2.16M 0.76%
45,376
-300
40
$2.14M 0.75%
17,055
-10
41
$1.62M 0.57%
12,845
+409
42
$1.59M 0.56%
+49,490
43
$1.51M 0.53%
20,392
+500
44
$1.51M 0.53%
21,399
-210
45
$1.45M 0.51%
47,560
46
$1.31M 0.46%
17,710
-200
47
$1.3M 0.46%
8,831
-239
48
$1.16M 0.41%
14,300
49
$1.08M 0.38%
14,956
50
$1.06M 0.37%
33,066
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