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
$696M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.89M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$2M
2
+$1.64M
3
+$1M
4
NKE icon
Nike
NKE
+$987K
5
GILD icon
Gilead Sciences
GILD
+$905K

Sector Composition

1 Technology 28.19%
2 Healthcare 17.29%
3 Communication Services 17.19%
4 Consumer Staples 9.46%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.06M 1.01%
41,305
-2,100
27
$6.95M 1%
23,120
-50
28
$6.86M 0.99%
44,285
-1,334
29
$6.77M 0.97%
88,311
+1,600
30
$5.25M 0.75%
56,279
31
$5.24M 0.75%
21,375
-36
32
$5.15M 0.74%
76,905
+175
33
$4.78M 0.69%
95,040
-1,200
34
$4.66M 0.67%
29,453
+430
35
$4.41M 0.63%
61,094
+19,540
36
$4.07M 0.58%
18,090
-2,640
37
$3.97M 0.57%
41,798
-1,100
38
$3.38M 0.49%
29,210
+2,490
39
$3.06M 0.44%
11,835
-460
40
$2.88M 0.41%
19,375
-1,645
41
$2.88M 0.41%
48,593
-2,010
42
$2.78M 0.4%
19,435
-2,350
43
$2.25M 0.32%
75,195
+375
44
$2.1M 0.3%
3,700
45
$1.99M 0.29%
33,637
46
$1.89M 0.27%
+10,885
47
$1.86M 0.27%
30,487
-4,979
48
$1.76M 0.25%
5,125
49
$1.75M 0.25%
3,770
50
$1.75M 0.25%
3,678
+393
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2
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