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
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$803K
3
+$782K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$692K
5
V icon
Visa
V
+$621K

Top Sells

1
+$2M
2
+$1.31M
3
+$1.04M
4
RIO icon
Rio Tinto
RIO
+$464K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 1.06%
100,000
27
$7.64M 0.99%
170,057
+3,450
28
$7.49M 0.97%
21,633
29
$5.54M 0.72%
47,247
+2,438
30
$5.31M 0.69%
43,729
+225
31
$5.13M 0.67%
21,264
32
$4.62M 0.6%
54,700
+1,100
33
$4.17M 0.54%
19,795
+100
34
$3.88M 0.5%
12,030
35
$3.64M 0.47%
21,080
+180
36
$3.33M 0.43%
23,367
+2,325
37
$3.29M 0.43%
45,747
38
$3.21M 0.42%
9,265
+1,210
39
$3.18M 0.41%
44,680
-6,525
40
$3.03M 0.39%
72,283
-800
41
$2.78M 0.36%
66,598
+200
42
$2.73M 0.35%
5,170
43
$2.72M 0.35%
33,717
+1,850
44
$2.67M 0.35%
68,185
+2,750
45
$2.6M 0.34%
7,200
46
$2.52M 0.33%
5,100
+650
47
$2.47M 0.32%
4,776
+25
48
$2.28M 0.3%
7,300
+2,500
49
$2.22M 0.29%
12,390
+40
50
$2.18M 0.28%
3,810
+350
1
2
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