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
$397M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$593K
4
FDX icon
FedEx
FDX
+$346K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$249K
2
+$236K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$182K
5
MRK icon
Merck
MRK
+$118K

Sector Composition

1 Technology 22.06%
2 Healthcare 17.81%
3 Financials 14.51%
4 Communication Services 12.68%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.3M 1.33%
50,582
-25
27
$4.91M 1.24%
59,386
-774
28
$4.67M 1.18%
69,725
+1,098
29
$4.19M 1.05%
31,420
-1,466
30
$3.77M 0.95%
31,810
+100
31
$3.59M 0.9%
42,875
-710
32
$3.57M 0.9%
26,025
+300
33
$3.36M 0.85%
41,658
-623
34
$3.02M 0.76%
68,763
-1,235
35
$2.84M 0.72%
49,100
-2,043
36
$2.75M 0.69%
26,109
+175
37
$2.59M 0.65%
29,170
+150
38
$2.52M 0.63%
60,360
-240
39
$2.51M 0.63%
41,476
-400
40
$2.49M 0.63%
94,101
-4,200
41
$2.14M 0.54%
30,703
42
$2.05M 0.52%
9,033
+1,525
43
$1.79M 0.45%
26,275
-587
44
$1.7M 0.43%
12,775
+8,295
45
$1.68M 0.42%
65,177
+500
46
$1.66M 0.42%
36,175
+100
47
$1.63M 0.41%
20,180
48
$1.61M 0.4%
29,015
+240
49
$1.53M 0.38%
9,298
-119
50
$1.51M 0.38%
5,540
1
2
3 4 5