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
$326M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.35M
3
+$2.41M
4
CVS icon
CVS Health
CVS
+$2.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.59M

Top Sells

1
+$1.16M
2
+$856K
3
+$538K
4
COP icon
ConocoPhillips
COP
+$500K
5
MRH
MONTPELIER RE HOLDINGS LTD
MRH
+$203K

Sector Composition

1 Technology 22.3%
2 Healthcare 20.4%
3 Financials 13.09%
4 Communication Services 11.63%
5 Consumer Staples 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.53%
29,675
-545
27
$4.97M 1.53%
142,017
+23,933
28
$4.57M 1.4%
44,471
-350
29
$4.25M 1.3%
24,470
-157
30
$4.14M 1.27%
50,959
+15,691
31
$3.61M 1.11%
87,510
-1,688
32
$3.44M 1.06%
55,959
-472
33
$3.37M 1.04%
49,465
+490
34
$3.1M 0.95%
100,053
35
$3.06M 0.94%
26,590
+2,150
36
$2.9M 0.89%
32,295
-9,520
37
$2.88M 0.89%
80,168
+30,678
38
$2.63M 0.81%
52,763
-10,037
39
$2.49M 0.76%
32,847
+470
40
$2.36M 0.73%
20,130
+3,075
41
$2.16M 0.66%
42,826
-2,550
42
$1.96M 0.6%
15,851
+3,006
43
$1.82M 0.56%
23,036
+1,637
44
$1.68M 0.51%
7,224
+5,410
45
$1.53M 0.47%
26,925
+15,300
46
$1.52M 0.47%
48,640
+1,080
47
$1.46M 0.45%
20,262
-130
48
$1.44M 0.44%
9,639
+808
49
$1.17M 0.36%
17,585
-125
50
$1.08M 0.33%
14,756
-200
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