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
$616M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$754K
3
+$406K
4
ORCL icon
Oracle
ORCL
+$314K
5
ACN icon
Accenture
ACN
+$290K

Top Sells

1
+$2.41M
2
+$1.96M
3
+$1.3M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$1.23M
5
CVS icon
CVS Health
CVS
+$1.22M

Sector Composition

1 Technology 28.46%
2 Healthcare 16.79%
3 Communication Services 16.63%
4 Consumer Staples 10.74%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 0.96%
38,985
-12,920
27
$5.15M 0.84%
136,714
-27,785
28
$4.96M 0.81%
20,364
29
$4.25M 0.69%
57,055
-12,825
30
$4.2M 0.68%
98,800
+2,400
31
$3.86M 0.63%
41,030
-200
32
$3.65M 0.59%
70,233
-3,850
33
$3.39M 0.55%
11,780
-2,500
34
$3.15M 0.51%
51,930
-933
35
$2.73M 0.44%
46,247
-50
36
$2.67M 0.43%
60,943
-8,625
37
$2.5M 0.41%
25,005
-25
38
$2.31M 0.38%
9,135
39
$2.18M 0.35%
+19,550
40
$2.05M 0.33%
16,836
-2,166
41
$2.04M 0.33%
5,100
42
$2.03M 0.33%
6,773
-250
43
$1.78M 0.29%
10,485
-2,350
44
$1.75M 0.28%
3,700
-70
45
$1.68M 0.27%
5,600
46
$1.67M 0.27%
3,813
47
$1.66M 0.27%
18,389
-6,533
48
$1.5M 0.24%
2,515
-300
49
$1.48M 0.24%
3,108
-100
50
$1.36M 0.22%
32,000
1
2
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