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
$571M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.21M
3
+$1.83M
4
PRGO icon
Perrigo
PRGO
+$640K
5
AMLP icon
Alerian MLP ETF
AMLP
+$450K

Top Sells

1
+$6.02M
2
+$3.62M
3
+$2.53M
4
BHP icon
BHP
BHP
+$1.59M
5
AMGN icon
Amgen
AMGN
+$730K

Sector Composition

1 Technology 25.29%
2 Healthcare 20.44%
3 Communication Services 16.9%
4 Consumer Staples 10.01%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 0.93%
50,240
-34,100
27
$5.13M 0.9%
20,804
-571
28
$4.99M 0.87%
133,250
-266
29
$4.71M 0.83%
77,205
+300
30
$4.53M 0.79%
106,250
+50
31
$4.18M 0.73%
53,996
-400
32
$4.12M 0.72%
41,680
33
$4.1M 0.72%
43,479
-905
34
$3.84M 0.67%
97,747
+4,393
35
$3.66M 0.64%
15,030
-3,000
36
$3.27M 0.57%
28,717
-200
37
$3.04M 0.53%
48,257
38
$3.02M 0.53%
26,836
-1,061
39
$2.72M 0.48%
12,005
-165
40
$2.7M 0.47%
75,403
+207
41
$2.69M 0.47%
35,002
-78,373
42
$2.57M 0.45%
19,002
-160
43
$2.32M 0.41%
27,137
-3,350
44
$1.83M 0.32%
+84,842
45
$1.82M 0.32%
3,770
46
$1.8M 0.31%
34,251
47
$1.74M 0.31%
21,828
-132
48
$1.65M 0.29%
15,239
-1,001
49
$1.53M 0.27%
5,125
50
$1.31M 0.23%
4,150
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