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
$596M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$674K
3
+$600K
4
BHP icon
BHP
BHP
+$508K
5
JPM icon
JPMorgan Chase
JPM
+$396K

Top Sells

1
+$3.29M
2
+$1.22M
3
+$1.18M
4
NEE icon
NextEra Energy
NEE
+$800K
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Technology 27.55%
2 Healthcare 17.77%
3 Communication Services 17.76%
4 Financials 10.78%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.27M 1.05%
74,730
+1,100
27
$6.02M 1.01%
57,471
-1,045
28
$5.08M 0.85%
21,411
29
$5.08M 0.85%
21,270
-1,175
30
$5.08M 0.85%
20,830
-70
31
$5.07M 0.85%
88,840
-3,735
32
$4.28M 0.72%
27,493
+2,545
33
$4.21M 0.71%
42,458
-700
34
$4.17M 0.7%
26,070
+3,750
35
$3.58M 0.6%
12,010
+275
36
$3.33M 0.56%
45,368
-10,911
37
$3.27M 0.55%
19,704
+643
38
$2.63M 0.44%
19,695
-2,130
39
$2.6M 0.44%
48,028
-2,725
40
$2.4M 0.4%
39,454
+3,750
41
$2.16M 0.36%
67,475
-3,560
42
$2.15M 0.36%
39,495
-4,100
43
$2.05M 0.34%
3,500
-100
44
$1.85M 0.31%
26,860
-500
45
$1.81M 0.3%
5,125
46
$1.77M 0.3%
28,016
-50
47
$1.65M 0.28%
27,292
-1,263
48
$1.64M 0.28%
9,540
+3,920
49
$1.61M 0.27%
17,435
-1,750
50
$1.61M 0.27%
18,900
+15,900
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