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
$555M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.72M
3
+$3.36M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.27M

Top Sells

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
COST icon
Costco
COST
+$1.02M
5
ADP icon
Automatic Data Processing
ADP
+$653K

Sector Composition

1 Technology 26.94%
2 Healthcare 18.11%
3 Communication Services 16.97%
4 Financials 10.64%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.13M 1.11%
58,516
+7,339
27
$5.72M 1.03%
73,630
+57,275
28
$5.2M 0.94%
20,900
-350
29
$5.17M 0.93%
22,445
-50
30
$5.08M 0.92%
21,411
-205
31
$5.01M 0.9%
92,575
+11,430
32
$4.25M 0.77%
56,279
-260
33
$3.83M 0.69%
43,158
+100
34
$3.8M 0.68%
24,948
+19,235
35
$3.36M 0.61%
+22,320
36
$3.33M 0.6%
11,735
+60
37
$3.07M 0.55%
19,061
+12,112
38
$3.04M 0.55%
21,825
39
$2.67M 0.48%
50,753
-5,700
40
$2.27M 0.41%
+43,595
41
$1.93M 0.35%
23,350
-42,660
42
$1.93M 0.35%
71,035
+40,760
43
$1.92M 0.35%
5,125
44
$1.89M 0.34%
35,704
+10,729
45
$1.77M 0.32%
27,360
-500
46
$1.71M 0.31%
3,600
47
$1.69M 0.31%
22,280
-1,450
48
$1.69M 0.3%
+19,185
49
$1.65M 0.3%
28,555
-2,525
50
$1.57M 0.28%
28,066
-2,795
1
2
3 4 5