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
$374M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$598K
3
+$506K
4
SLB icon
SLB Ltd
SLB
+$385K
5
LRCX icon
Lam Research
LRCX
+$244K

Top Sells

1
+$1.34M
2
+$1.12M
3
+$963K
4
MDT icon
Medtronic
MDT
+$879K
5
MSFT icon
Microsoft
MSFT
+$743K

Sector Composition

1 Technology 21.41%
2 Healthcare 18.59%
3 Financials 14.71%
4 Communication Services 12.53%
5 Consumer Staples 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 1.32%
23,366
-564
27
$4.63M 1.24%
32,886
-4,379
28
$4.49M 1.2%
60,160
-1,945
29
$4.45M 1.19%
68,627
+5,950
30
$4.2M 1.12%
42,281
-270
31
$3.99M 1.07%
31,710
+400
32
$3.61M 0.97%
25,725
-1,865
33
$3.04M 0.81%
69,998
-375
34
$2.86M 0.76%
25,934
35
$2.83M 0.76%
43,585
-3,305
36
$2.81M 0.75%
98,301
37
$2.66M 0.71%
51,143
-3,019
38
$2.64M 0.71%
29,020
39
$2.47M 0.66%
60,600
40
$2.42M 0.65%
41,876
-600
41
$1.82M 0.49%
30,703
-4
42
$1.81M 0.48%
26,862
+400
43
$1.8M 0.48%
7,508
+500
44
$1.73M 0.46%
9,417
-162
45
$1.65M 0.44%
20,180
46
$1.65M 0.44%
64,677
+3,181
47
$1.52M 0.41%
36,075
+2,925
48
$1.51M 0.4%
28,775
-1,650
49
$1.47M 0.39%
5,540
-1,534
50
$1.41M 0.38%
17,618
-10,962
1
2
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