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
$677M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$584K
3
+$393K
4
DIOD icon
Diodes
DIOD
+$348K
5
MSFT icon
Microsoft
MSFT
+$328K

Top Sells

1
+$2.31M
2
+$1.89M
3
+$1.82M
4
COST icon
Costco
COST
+$1.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M

Sector Composition

1 Technology 26.5%
2 Healthcare 18.14%
3 Communication Services 16.49%
4 Financials 9.65%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.23M 1.07%
88,076
-235
27
$6.62M 0.98%
133,516
-8,006
28
$6.29M 0.93%
62,894
+1,800
29
$6.18M 0.91%
76,905
30
$6.09M 0.9%
44,384
+99
31
$5.71M 0.84%
106,200
+200
32
$5.55M 0.82%
21,375
33
$4.61M 0.68%
54,396
-1,883
34
$4.37M 0.65%
93,354
-1,686
35
$4.36M 0.64%
18,030
-60
36
$3.92M 0.58%
41,680
-118
37
$3.8M 0.56%
27,897
-1,556
38
$3.29M 0.49%
28,917
-293
39
$3.11M 0.46%
75,196
+1
40
$2.99M 0.44%
48,257
-336
41
$2.82M 0.42%
12,170
+335
42
$2.52M 0.37%
30,487
43
$2.36M 0.35%
19,162
-273
44
$2.13M 0.31%
5,125
45
$2.02M 0.3%
16,240
-3,135
46
$1.87M 0.28%
21,960
-70
47
$1.85M 0.27%
3,770
48
$1.77M 0.26%
34,251
+614
49
$1.6M 0.24%
26,204
+2,000
50
$1.59M 0.24%
32,000
1
2
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