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
$407M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$894K
3
+$871K
4
VZ icon
Verizon
VZ
+$670K
5
DD
Du Pont De Nemours E I
DD
+$336K

Top Sells

1
+$2.01M
2
+$746K
3
+$653K
4
AAPL icon
Apple
AAPL
+$652K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$652K

Sector Composition

1 Technology 22.25%
2 Healthcare 18.97%
3 Communication Services 13.02%
4 Financials 12.41%
5 Consumer Staples 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.06%
44,270
+1,600
27
$4.24M 1.04%
31,830
+430
28
$4.18M 1.03%
54,615
-1,560
29
$4.08M 1%
158,463
-3,151
30
$3.9M 0.96%
29,224
-50
31
$3.75M 0.92%
46,899
-1,624
32
$3.54M 0.87%
45,068
+1,600
33
$3.36M 0.83%
66,053
-500
34
$3.28M 0.81%
63,960
35
$2.5M 0.61%
37,010
-7,605
36
$2.25M 0.55%
40,360
-1,066
37
$2.2M 0.54%
28,450
-50
38
$2.08M 0.51%
110,550
39
$2.06M 0.51%
12,000
-1,500
40
$1.89M 0.47%
11,528
-325
41
$1.89M 0.47%
37,622
-3,382
42
$1.86M 0.46%
30,482
-200
43
$1.75M 0.43%
6,250
44
$1.73M 0.43%
19,980
45
$1.36M 0.34%
4,630
46
$1.35M 0.33%
13,865
-300
47
$1.33M 0.33%
13,233
-350
48
$1.32M 0.32%
9,109
-143
49
$1.3M 0.32%
25,454
+62
50
$1.26M 0.31%
6,080
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