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
$458M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$546K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$399K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$379K

Top Sells

1
+$437K
2
+$305K
3
+$305K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Technology 22.74%
2 Healthcare 19.89%
3 Communication Services 14.78%
4 Financials 11.58%
5 Consumer Staples 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.08%
49,150
+3,980
27
$4.49M 0.98%
31,450
-5
28
$4.14M 0.9%
47,711
+1,310
29
$4.08M 0.89%
156,490
30
$3.89M 0.85%
45,668
-200
31
$3.87M 0.84%
28,125
-300
32
$3.62M 0.79%
59,812
-800
33
$3.61M 0.79%
51,794
-421
34
$3.58M 0.78%
64,753
35
$3.23M 0.7%
110,400
-150
36
$3.04M 0.66%
67,496
+50,320
37
$2.66M 0.58%
32,150
-550
38
$2.23M 0.49%
40,360
39
$2.15M 0.47%
12,000
40
$2.06M 0.45%
31,760
-3,500
41
$1.97M 0.43%
30,282
42
$1.82M 0.4%
20,880
+300
43
$1.8M 0.39%
6,250
44
$1.78M 0.39%
28,849
+395
45
$1.68M 0.37%
14,765
46
$1.67M 0.36%
11,025
+410
47
$1.58M 0.35%
13,233
48
$1.55M 0.34%
4,810
+180
49
$1.52M 0.33%
28,275
50
$1.47M 0.32%
35,653
-1,804
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