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
$740M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.01M
3
+$1.75M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.47M

Top Sells

1
+$4.32M
2
+$3.52M
3
+$1.6M
4
FDX icon
FedEx
FDX
+$1.2M
5
ADP icon
Automatic Data Processing
ADP
+$1.17M

Sector Composition

1 Technology 28.06%
2 Communication Services 18.8%
3 Healthcare 14.19%
4 Consumer Staples 10.92%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.05M 0.95%
29,525
-4,895
27
$6.87M 0.93%
166,607
+12,468
28
$6.35M 0.86%
21,633
+215
29
$5.16M 0.7%
44,809
+17,744
30
$4.97M 0.67%
21,264
31
$4.41M 0.6%
43,504
+1,874
32
$3.98M 0.54%
19,695
33
$3.79M 0.51%
53,600
34
$3.76M 0.51%
12,030
35
$3.45M 0.47%
73,083
+3,500
36
$3.38M 0.46%
51,205
-5,700
37
$3.36M 0.45%
20,900
38
$3.1M 0.42%
65,435
39
$2.91M 0.39%
45,747
-300
40
$2.91M 0.39%
21,042
+2,906
41
$2.66M 0.36%
8,055
+877
42
$2.64M 0.36%
4,751
+46
43
$2.6M 0.35%
66,398
+1,595
44
$2.59M 0.35%
5,170
+505
45
$2.45M 0.33%
7,200
46
$2.11M 0.29%
12,350
+9,350
47
$2.08M 0.28%
31,867
+10,213
48
$2.01M 0.27%
+4,450
49
$2M 0.27%
3,700
50
$1.87M 0.25%
5,000
-100
1
2
3 4 5