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
$352M
AUM Growth
-$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$266K
3
+$200K
4
SD icon
SandRidge Energy
SD
+$108K
5
WAT icon
Waters Corp
WAT
+$56.6K

Top Sells

1
+$14.4M
2
+$7.34M
3
+$2.94M
4
GILD icon
Gilead Sciences
GILD
+$2.24M
5
SLB icon
SLB Ltd
SLB
+$1.65M

Sector Composition

1 Technology 20.87%
2 Healthcare 20.44%
3 Communication Services 13.85%
4 Financials 11.97%
5 Consumer Staples 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.08%
31,400
-460
27
$3.65M 1.04%
25,120
-805
28
$3.54M 1%
48,523
-524
29
$3.36M 0.95%
38,370
-8,240
30
$3.33M 0.95%
29,274
-650
31
$3.2M 0.91%
67,653
-560
32
$2.98M 0.85%
47,690
-35,870
33
$2.88M 0.82%
43,198
-150
34
$2.78M 0.79%
63,960
35
$2.54M 0.72%
41,300
-2,652
36
$2.16M 0.61%
41,426
37
$2.04M 0.58%
28,500
-175
38
$1.91M 0.54%
30,703
39
$1.85M 0.53%
13,875
-375
40
$1.74M 0.49%
10,773
-18,200
41
$1.67M 0.47%
20,480
-3,450
42
$1.5M 0.43%
9,432
-165
43
$1.44M 0.41%
105,500
-30,000
44
$1.33M 0.38%
14,665
-2,803
45
$1.27M 0.36%
27,515
-1,000
46
$1.25M 0.36%
13,583
-23
47
$1.17M 0.33%
4,630
-1,000
48
$1.16M 0.33%
27,899
49
$1.14M 0.32%
19,956
-295
50
$1.13M 0.32%
7,357
-71
1
2
3 4 5