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
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$3.04M
3
+$1.25M
4
CMCSA icon
Comcast
CMCSA
+$444K
5
SCCO icon
Southern Copper
SCCO
+$437K

Top Sells

1
+$1.62M
2
+$1.12M
3
+$618K
4
ORCL icon
Oracle
ORCL
+$580K
5
ADP icon
Automatic Data Processing
ADP
+$577K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.11%
21,450
-4,750
27
$4.77M 1.04%
64,689
+16,978
28
$4.33M 0.95%
22,500
29
$4.16M 0.91%
149,356
-1,190
30
$3.96M 0.87%
28,025
31
$3.57M 0.78%
59,472
32
$3.56M 0.78%
110,150
33
$3.15M 0.69%
44,958
-300
34
$2.92M 0.64%
74,795
+11,397
35
$2.62M 0.57%
32,280
36
$2.54M 0.56%
56,753
-8,000
37
$2.31M 0.51%
30,010
-200
38
$1.96M 0.43%
30,580
+80
39
$1.78M 0.39%
13,202
-41
40
$1.69M 0.37%
37,726
-8,040
41
$1.66M 0.36%
11,815
+615
42
$1.63M 0.36%
42,260
+2,150
43
$1.61M 0.35%
3,700
-30
44
$1.53M 0.33%
11,060
+40
45
$1.43M 0.31%
6,501
-86
46
$1.35M 0.3%
14,765
47
$1.28M 0.28%
30,407
+350
48
$1.23M 0.27%
4,150
49
$1.23M 0.27%
20,496
-25
50
$1.2M 0.26%
16,410
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