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
$366M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.02M
3
+$937K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$525K

Top Sells

1
+$804K
2
+$209K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$92.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.4K

Sector Composition

1 Technology 21.43%
2 Healthcare 20.61%
3 Financials 14.22%
4 Communication Services 12%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 1.4%
141,933
+140
27
$4.74M 1.29%
42,671
28
$4.7M 1.28%
47,717
+175
29
$4.62M 1.26%
24,152
30
$3.91M 1.07%
56,037
+128
31
$3.88M 1.06%
26,590
-100
32
$3.79M 1.03%
31,185
+8,375
33
$3.59M 0.98%
79,698
-1,150
34
$3.38M 0.92%
55,236
-629
35
$3.26M 0.89%
99,153
36
$3.05M 0.83%
47,465
-100
37
$2.81M 0.77%
23,834
+5,920
38
$2.65M 0.72%
28,210
-570
39
$2.28M 0.62%
42,526
40
$2.27M 0.62%
29,165
-500
41
$2.2M 0.6%
60,040
+4,600
42
$1.89M 0.52%
24,612
-150
43
$1.76M 0.48%
6,959
-265
44
$1.71M 0.47%
30,925
+1,000
45
$1.68M 0.46%
9,579
46
$1.67M 0.46%
19,740
+6,200
47
$1.64M 0.45%
32,695
-658
48
$1.62M 0.44%
22,736
-300
49
$1.5M 0.41%
33,075
+7,500
50
$1.24M 0.34%
16,960
-475
1
2
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