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
$587M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$285K
3
+$174K
4
SCHW icon
Charles Schwab
SCHW
+$99.5K
5
TMUS icon
T-Mobile US
TMUS
+$29K

Top Sells

1
+$724K
2
+$519K
3
+$494K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Technology 27.18%
2 Healthcare 19.06%
3 Communication Services 14.86%
4 Consumer Staples 10.08%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.63M 0.96%
106,250
27
$5.61M 0.96%
54,285
-850
28
$5.15M 0.88%
75,130
-1,500
29
$5.12M 0.87%
20,664
30
$4.02M 0.69%
41,380
31
$4M 0.68%
51,963
32
$3.94M 0.67%
80,343
-10
33
$3.73M 0.64%
37,207
-305
34
$3.45M 0.59%
14,280
35
$3.34M 0.57%
102,225
-6,850
36
$3.23M 0.55%
25,852
-1,650
37
$3.04M 0.52%
80,083
-4,000
38
$2.99M 0.51%
48,257
39
$2.98M 0.51%
27,137
40
$2.68M 0.46%
69,425
+4,500
41
$2.67M 0.45%
11,675
-150
42
$2.55M 0.43%
19,002
43
$2.11M 0.36%
5,100
44
$1.85M 0.32%
51,710
45
$1.81M 0.31%
13,885
-80
46
$1.78M 0.3%
6,967
47
$1.77M 0.3%
79,147
-649
48
$1.73M 0.3%
3,770
49
$1.6M 0.27%
5,600
50
$1.52M 0.26%
4,043
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