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
$416M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$953K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
5
SLV icon
iShares Silver Trust
SLV
+$422K

Top Sells

1
+$991K
2
+$877K
3
+$667K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 22.21%
2 Healthcare 19.11%
3 Communication Services 13.99%
4 Consumer Staples 12.33%
5 Financials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.12%
45,170
+900
27
$4.37M 1.05%
31,455
-375
28
$4.11M 0.99%
156,490
-1,973
29
$4.04M 0.97%
28,425
-799
30
$3.73M 0.9%
46,401
-498
31
$3.69M 0.89%
52,215
-2,400
32
$3.53M 0.85%
60,612
-3,348
33
$3.52M 0.85%
64,753
-1,300
34
$3.48M 0.84%
45,868
+800
35
$2.65M 0.64%
32,700
+4,250
36
$2.56M 0.61%
110,550
37
$2.23M 0.54%
35,260
-1,750
38
$2.1M 0.51%
40,360
39
$1.95M 0.47%
12,000
40
$1.81M 0.44%
20,580
+600
41
$1.79M 0.43%
6,250
42
$1.73M 0.42%
30,282
-200
43
$1.67M 0.4%
37,457
-165
44
$1.6M 0.39%
14,765
+900
45
$1.54M 0.37%
10,615
-913
46
$1.52M 0.37%
28,454
+3,000
47
$1.46M 0.35%
13,233
48
$1.43M 0.34%
28,275
+2,000
49
$1.38M 0.33%
4,630
50
$1.3M 0.31%
6,080
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