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
$438M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.99M
3
+$1.52M
4
LRCX icon
Lam Research
LRCX
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$701K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.5M
4
V icon
Visa
V
+$760K
5
MSFT icon
Microsoft
MSFT
+$724K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Financials 14.35%
4 Communication Services 12.59%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.38%
29,104
-25
27
$5.77M 1.32%
22,648
-318
28
$4.92M 1.12%
57,871
-1,515
29
$4.17M 0.95%
68,455
-1,270
30
$4.08M 0.93%
46,610
+17,440
31
$3.99M 0.91%
25,925
-100
32
$3.61M 0.83%
43,952
+1,077
33
$3.59M 0.82%
31,860
+50
34
$3.54M 0.81%
43,348
+1,690
35
$3.4M 0.78%
29,924
+3,815
36
$3.32M 0.76%
49,047
-53
37
$3.15M 0.72%
68,213
-550
38
$2.68M 0.61%
63,960
+3,600
39
$2.67M 0.61%
41,426
-50
40
$2.53M 0.58%
19,085
-12,335
41
$2.38M 0.54%
30,703
42
$2.08M 0.48%
14,250
+1,475
43
$2.06M 0.47%
135,500
+66,250
44
$2.02M 0.46%
28,675
+2,400
45
$1.93M 0.44%
23,930
+3,750
46
$1.72M 0.39%
17,468
47
$1.69M 0.39%
9,597
+299
48
$1.65M 0.38%
5,630
+90
49
$1.56M 0.36%
13,606
-100
50
$1.5M 0.34%
28,515
-500
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2
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