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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.14M
3
+$3.28M
4
AAPL icon
Apple
AAPL
+$2.38M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$380K
2
+$353K
3
+$322K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 1.03%
40,055
+1,070
27
$7.15M 1.02%
21,418
+50
28
$6.47M 0.93%
154,139
+17,425
29
$5.26M 0.75%
21,264
+900
30
$3.94M 0.56%
19,695
+9,210
31
$3.81M 0.55%
69,583
-650
32
$3.81M 0.55%
41,630
+600
33
$3.63M 0.52%
56,905
-150
34
$3.43M 0.49%
53,600
+1,670
35
$3.42M 0.49%
12,030
+250
36
$3.28M 0.47%
+65,435
37
$3.15M 0.45%
27,065
+2,060
38
$2.82M 0.4%
46,047
-200
39
$2.81M 0.4%
64,803
+3,860
40
$2.77M 0.4%
20,900
+1,350
41
$2.63M 0.38%
9,070
-65
42
$2.61M 0.37%
7,178
+405
43
$2.58M 0.37%
7,200
+1,600
44
$2.37M 0.34%
4,705
+2,190
45
$2.36M 0.34%
19,289
+900
46
$2.35M 0.34%
18,136
+1,300
47
$2.24M 0.32%
4,665
+852
48
$2.1M 0.3%
5,100
49
$1.92M 0.27%
3,700
50
$1.91M 0.27%
22,500
+17,500
1
2
3 4 5