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
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.83M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$2.69M
2
+$762K
3
+$721K
4
DIS icon
Walt Disney
DIS
+$377K
5
ADP icon
Automatic Data Processing
ADP
+$317K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 1.06%
49,670
-570
27
$4.64M 0.87%
20,804
28
$4.24M 0.8%
77,005
-200
29
$4.07M 0.77%
51,963
-2,033
30
$3.89M 0.73%
106,250
31
$3.73M 0.7%
39,487
-3,992
32
$3.46M 0.65%
41,680
33
$3.31M 0.62%
128,642
-4,608
34
$3.29M 0.62%
14,580
-450
35
$3.06M 0.58%
28,717
36
$2.88M 0.54%
80,353
+4,950
37
$2.8M 0.53%
95,340
-2,407
38
$2.7M 0.51%
48,257
39
$2.37M 0.45%
27,137
40
$2.3M 0.43%
63,025
+49,975
41
$2.14M 0.4%
19,002
42
$2.08M 0.39%
19,940
-6,896
43
$2.07M 0.39%
58,115
+42,340
44
$1.93M 0.36%
+6,967
45
$1.77M 0.33%
11,925
-80
46
$1.71M 0.32%
3,770
47
$1.71M 0.32%
5,125
48
$1.62M 0.31%
80,336
-4,506
49
$1.5M 0.28%
21,762
-66
50
$1.5M 0.28%
34,251
1
2
3 4 5