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
$394M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$774K
3
+$635K
4
CPAY icon
Corpay
CPAY
+$493K
5
UNH icon
UnitedHealth
UNH
+$445K

Top Sells

1
+$1.32M
2
+$609K
3
+$547K
4
EPD icon
Enterprise Products Partners
EPD
+$330K
5
MOS icon
The Mosaic Company
MOS
+$219K

Sector Composition

1 Technology 22.04%
2 Healthcare 18.7%
3 Communication Services 13.71%
4 Financials 11.78%
5 Consumer Staples 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.08%
24,995
-125
27
$3.93M 1%
42,670
+4,300
28
$3.85M 0.98%
48,523
29
$3.84M 0.97%
43,468
+270
30
$3.83M 0.97%
31,400
31
$3.63M 0.92%
29,274
32
$3.12M 0.79%
66,553
-1,100
33
$3.09M 0.78%
63,960
34
$2.9M 0.74%
44,615
-3,075
35
$2.71M 0.69%
41,004
-296
36
$2.31M 0.58%
41,426
37
$2.19M 0.55%
28,500
38
$2.15M 0.55%
11,853
+1,080
39
$2.13M 0.54%
13,500
-375
40
$2.05M 0.52%
30,682
-21
41
$1.98M 0.5%
110,550
+5,050
42
$1.68M 0.43%
19,980
-500
43
$1.61M 0.41%
9,252
-180
44
$1.54M 0.39%
6,250
+2,000
45
$1.49M 0.38%
13,583
46
$1.42M 0.36%
32,519
+9,850
47
$1.32M 0.33%
4,630
48
$1.29M 0.33%
26,775
-740
49
$1.29M 0.33%
14,165
-500
50
$1.18M 0.3%
7,357
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