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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.17M
3
+$805K
4
BHP icon
BHP
BHP
+$271K
5
TPIC
TPI Composites
TPIC
+$245K

Top Sells

1
+$2.59M
2
+$2.32M
3
+$2.21M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.4M 1.14%
21,250
-200
27
$4.93M 1.04%
21,723
-51
28
$4.64M 0.98%
22,495
-5
29
$4M 0.84%
55,607
-3,050
30
$3.94M 0.83%
56,740
-2,732
31
$3.54M 0.75%
106,650
-3,500
32
$3.52M 0.74%
23,825
-4,200
33
$3.5M 0.74%
75,745
+950
34
$3.24M 0.68%
43,158
-1,800
35
$2.95M 0.62%
11,740
-75
36
$2.79M 0.59%
56,453
-300
37
$2.54M 0.53%
73,988
-75,368
38
$2.43M 0.51%
30,530
-50
39
$2.43M 0.51%
30,730
-1,550
40
$1.81M 0.38%
3,700
41
$1.78M 0.38%
28,210
-1,800
42
$1.4M 0.3%
4,150
43
$1.29M 0.27%
12,399
-2,366
44
$1.2M 0.25%
8,600
45
$1.17M 0.25%
5,600
46
$1.14M 0.24%
5,125
47
$1.08M 0.23%
31,586
-6,140
48
$1.04M 0.22%
3,870
49
$1.01M 0.21%
4,595
-1,383
50
$1.01M 0.21%
12,950
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2
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