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
$622M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$2.17M
3
+$1.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
FCX icon
Freeport-McMoran
FCX
+$1.04M

Top Sells

1
+$971K
2
+$708K
3
+$332K
4
PTON icon
Peloton Interactive
PTON
+$246K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$242K

Sector Composition

1 Technology 27.43%
2 Communication Services 18.39%
3 Healthcare 17.13%
4 Financials 10.32%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.51M 1.05%
86,711
+3,100
27
$6.17M 0.99%
60,871
+3,400
28
$6.02M 0.97%
105,800
+350
29
$5.38M 0.87%
96,240
+7,400
30
$5.13M 0.83%
21,411
31
$5.13M 0.82%
76,730
+2,000
32
$4.75M 0.76%
29,023
+1,530
33
$4.42M 0.71%
56,279
+10,911
34
$4.41M 0.71%
20,730
-100
35
$4.07M 0.65%
42,898
+440
36
$3.97M 0.64%
26,720
+650
37
$3.08M 0.5%
21,020
+1,316
38
$2.88M 0.46%
21,785
+2,090
39
$2.82M 0.45%
41,554
+2,100
40
$2.7M 0.43%
12,295
+285
41
$2.65M 0.43%
50,603
+2,575
42
$2.22M 0.36%
74,820
+7,345
43
$2.13M 0.34%
3,700
+200
44
$2.09M 0.34%
35,466
+7,450
45
$1.99M 0.32%
39,845
+350
46
$1.93M 0.31%
11,740
+2,200
47
$1.72M 0.28%
5,125
48
$1.62M 0.26%
22,130
+3,425
49
$1.55M 0.25%
12,398
50
$1.52M 0.24%
17,325
-325
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