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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$546K
3
+$423K
4
INTC icon
Intel
INTC
+$355K
5
BHP icon
BHP
BHP
+$310K

Top Sells

1
+$7.76M
2
+$1.06M
3
+$960K
4
D icon
Dominion Energy
D
+$526K
5
CVS icon
CVS Health
CVS
+$452K

Sector Composition

1 Technology 27.3%
2 Healthcare 18.33%
3 Communication Services 15.98%
4 Financials 11.08%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.28M 1.02%
21,616
-107
27
$5.02M 0.97%
106,300
-350
28
$4.89M 0.94%
21,250
29
$4.75M 0.92%
22,495
30
$4.36M 0.84%
56,539
-201
31
$4.32M 0.84%
51,177
-4,430
32
$4.25M 0.82%
81,145
+5,400
33
$3.56M 0.69%
43,058
-100
34
$3.1M 0.6%
56,453
35
$3.03M 0.59%
11,675
-65
36
$2.94M 0.57%
21,825
-2,000
37
$2.19M 0.42%
31,080
+550
38
$1.8M 0.35%
3,600
-100
39
$1.78M 0.34%
23,730
-7,000
40
$1.68M 0.33%
45,330
-28,658
41
$1.62M 0.31%
27,860
-350
42
$1.48M 0.29%
4,150
43
$1.45M 0.28%
12,399
44
$1.38M 0.27%
5,125
45
$1.37M 0.27%
5,600
46
$1.27M 0.25%
30,861
-725
47
$1.23M 0.24%
16,355
+130
48
$1.21M 0.23%
3,770
-100
49
$1.2M 0.23%
8,600
50
$1.09M 0.21%
4,000
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