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
$343M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.34M
3
+$577K
4
SLB icon
SLB Ltd
SLB
+$528K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$516K

Top Sells

1
+$2.89M
2
+$770K
3
+$380K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Healthcare 21.22%
2 Technology 21.02%
3 Financials 13.8%
4 Communication Services 11.98%
5 Consumer Staples 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.05M 1.47%
47,542
+200
27
$5.01M 1.46%
42,671
-1,200
28
$4.6M 1.34%
24,152
-287
29
$4.5M 1.31%
141,793
-224
30
$3.68M 1.07%
55,909
+8,025
31
$3.63M 1.06%
80,848
-5,862
32
$3.55M 1.04%
26,690
33
$3.42M 1%
55,865
-94
34
$3.08M 0.9%
99,153
35
$2.85M 0.83%
47,565
36
$2.69M 0.79%
22,810
+2,700
37
$2.68M 0.78%
28,780
-1,185
38
$2.63M 0.77%
29,665
-300
39
$2.31M 0.68%
17,914
+1,900
40
$2.11M 0.62%
42,526
-50
41
$1.94M 0.57%
55,440
+6,800
42
$1.9M 0.55%
24,762
+4,500
43
$1.76M 0.51%
7,224
44
$1.67M 0.49%
9,579
-60
45
$1.66M 0.48%
29,925
+3,000
46
$1.64M 0.48%
23,036
47
$1.47M 0.43%
33,353
-17,510
48
$1.29M 0.38%
17,435
-100
49
$1.15M 0.34%
25,575
+3,050
50
$1.15M 0.33%
13,540
+6,100
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