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
$331M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$209K
3
+$178K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$125K
5
PX
Praxair Inc
PX
+$125K

Top Sells

1
+$2.85M
2
+$255K
3
+$240K
4
MDT icon
Medtronic
MDT
+$232K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$210K

Sector Composition

1 Technology 22.04%
2 Healthcare 20.68%
3 Financials 13.24%
4 Communication Services 11.72%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.5%
43,871
-600
27
$4.87M 1.47%
29,675
28
$4.6M 1.39%
142,017
29
$4.37M 1.32%
24,439
-31
30
$3.74M 1.13%
47,884
-3,075
31
$3.68M 1.11%
86,710
-800
32
$3.39M 1.03%
55,959
33
$3.17M 0.96%
26,690
+100
34
$3.13M 0.95%
99,153
-900
35
$3.01M 0.91%
47,565
-1,900
36
$3M 0.91%
78,979
-1,189
37
$2.7M 0.82%
29,965
-2,330
38
$2.54M 0.77%
50,863
-1,900
39
$2.41M 0.73%
29,965
-2,882
40
$2.39M 0.72%
20,110
-20
41
$2.15M 0.65%
42,576
-250
42
$2.11M 0.64%
16,014
+163
43
$1.77M 0.54%
23,036
44
$1.71M 0.52%
7,224
45
$1.57M 0.48%
20,262
46
$1.56M 0.47%
48,640
47
$1.54M 0.47%
9,639
48
$1.5M 0.45%
26,925
49
$1.28M 0.39%
17,535
-50
50
$1.21M 0.37%
14,756
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