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
$393M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$814K
4
ORCL icon
Oracle
ORCL
+$561K
5
DIS icon
Walt Disney
DIS
+$473K

Top Sells

1
+$2.35M
2
+$428K
3
+$332K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$309K
5
SNC
State National Companies, Inc.
SNC
+$255K

Sector Composition

1 Technology 21.19%
2 Healthcare 19.18%
3 Financials 14.26%
4 Communication Services 12.48%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.32%
62,105
-1,365
27
$5.09M 1.3%
29,264
-260
28
$5M 1.27%
23,930
-222
29
$4.5M 1.14%
42,551
-120
30
$4.22M 1.08%
62,677
+6,640
31
$3.87M 0.99%
31,310
+125
32
$3.7M 0.94%
27,590
+1,000
33
$3.45M 0.88%
46,890
-575
34
$3.23M 0.82%
70,373
-9,325
35
$3.13M 0.8%
25,934
+2,100
36
$2.97M 0.76%
98,301
-852
37
$2.91M 0.74%
54,162
-1,074
38
$2.76M 0.7%
29,020
+810
39
$2.37M 0.6%
60,600
+560
40
$2.35M 0.6%
42,476
-50
41
$2.31M 0.59%
28,580
-585
42
$2.15M 0.55%
26,462
+1,850
43
$1.9M 0.48%
7,074
+115
44
$1.9M 0.48%
+61,496
45
$1.89M 0.48%
9,579
46
$1.85M 0.47%
30,425
-500
47
$1.75M 0.45%
7,008
+5,700
48
$1.69M 0.43%
20,180
+440
49
$1.69M 0.43%
30,707
-1,988
50
$1.6M 0.41%
22,536
-200
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2
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