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
$621M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$881K
3
+$577K
4
ORCL icon
Oracle
ORCL
+$402K
5
HQI icon
HireQuest
HQI
+$233K

Top Sells

1
+$2.77M
2
+$1.69M
3
+$965K
4
CVS icon
CVS Health
CVS
+$713K
5
DIS icon
Walt Disney
DIS
+$491K

Sector Composition

1 Technology 29.06%
2 Healthcare 17.29%
3 Communication Services 15.6%
4 Financials 10.08%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.43M 1.04%
100,000
-6,250
27
$6.23M 1%
167,549
-10,994
28
$5.46M 0.88%
20,664
29
$4.65M 0.75%
72,830
-2,300
30
$4.03M 0.65%
41,280
-100
31
$3.91M 0.63%
79,593
-750
32
$3.86M 0.62%
51,963
33
$3.62M 0.58%
25,182
-670
34
$3.6M 0.58%
91,900
+22,475
35
$3.31M 0.53%
79,683
-400
36
$3.17M 0.51%
14,280
37
$2.89M 0.47%
11,675
38
$2.83M 0.46%
31,707
-5,500
39
$2.81M 0.45%
46,597
-1,660
40
$2.72M 0.44%
25,387
-1,750
41
$2.62M 0.42%
19,002
42
$2.07M 0.33%
5,100
43
$1.95M 0.31%
6,953
-14
44
$1.91M 0.31%
13,135
-750
45
$1.76M 0.28%
51,710
46
$1.73M 0.28%
51,575
-50,650
47
$1.71M 0.28%
5,600
48
$1.7M 0.27%
73,075
-6,072
49
$1.68M 0.27%
3,770
50
$1.63M 0.26%
4,150
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