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
$563M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$230K
3
+$221K
4
DELL icon
Dell
DELL
+$211K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$205K

Top Sells

1
+$821K
2
+$801K
3
+$607K
4
INTC icon
Intel
INTC
+$517K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$466K

Sector Composition

1 Technology 24.26%
2 Healthcare 22.1%
3 Communication Services 13.56%
4 Financials 10.12%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 0.97%
76,630
-375
27
$5.25M 0.93%
20,664
-140
28
$4.63M 0.82%
55,135
+5,465
29
$4.47M 0.79%
106,250
30
$4.34M 0.77%
51,963
31
$4.3M 0.76%
80,353
32
$4.19M 0.74%
41,380
-300
33
$3.75M 0.67%
14,280
-300
34
$3.38M 0.6%
27,502
-1,215
35
$3.26M 0.58%
37,512
-1,975
36
$3.07M 0.55%
48,257
37
$2.99M 0.53%
27,137
38
$2.94M 0.52%
84,083
-11,257
39
$2.88M 0.51%
109,075
-19,567
40
$2.58M 0.46%
19,002
41
$2.47M 0.44%
64,925
+1,900
42
$2.31M 0.41%
6,967
43
$2.19M 0.39%
5,100
-25
44
$2.05M 0.36%
11,825
-100
45
$1.93M 0.34%
3,770
46
$1.93M 0.34%
79,796
-540
47
$1.87M 0.33%
13,965
-5,975
48
$1.76M 0.31%
51,710
-6,405
49
$1.75M 0.31%
34,251
50
$1.44M 0.26%
4,150
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