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
$374M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$442K
3
+$338K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$309K
5
SCHW icon
Charles Schwab
SCHW
+$227K

Top Sells

1
+$4.93M
2
+$1.82M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Technology 24.04%
2 Healthcare 20.96%
3 Communication Services 15.06%
4 Consumer Staples 12.67%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 0.99%
22,500
-1,670
27
$3.58M 0.96%
28,025
-100
28
$3.58M 0.96%
59,472
-340
29
$3.5M 0.94%
47,711
30
$3.3M 0.88%
45,258
-410
31
$3.02M 0.81%
150,546
-5,944
32
$2.87M 0.77%
64,753
33
$2.64M 0.71%
110,150
-250
34
$2.33M 0.62%
32,280
+130
35
$2.26M 0.6%
30,210
-1,550
36
$2.18M 0.58%
63,398
-4,098
37
$1.74M 0.47%
45,766
-6,028
38
$1.62M 0.43%
12,000
39
$1.49M 0.4%
40,110
-250
40
$1.36M 0.36%
11,200
+175
41
$1.33M 0.36%
14,765
42
$1.21M 0.32%
30,500
+1,651
43
$1.19M 0.32%
3,730
+5
44
$1.14M 0.31%
6,587
45
$1.14M 0.31%
13,243
+10
46
$1.11M 0.3%
20,521
47
$1.09M 0.29%
16,410
48
$1.07M 0.29%
11,020
+560
49
$1M 0.27%
6,080
50
$1M 0.27%
8,780
-508
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