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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.8M
3
+$4.69M
4
PM icon
Philip Morris
PM
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
+$5.07M
2
+$4.42M
3
+$3.35M
4
CVS icon
CVS Health
CVS
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 0.94%
100,000
27
$7.08M 0.92%
177,087
+7,030
28
$6.95M 0.9%
70,094
-7,920
29
$5.98M 0.78%
79,006
-58,395
30
$4.82M 0.63%
21,264
31
$4.82M 0.63%
20,125
+330
32
$4.76M 0.62%
9,043
+5,508
33
$4.49M 0.58%
41,780
-5,467
34
$4.48M 0.58%
19,325
-1,755
35
$3.88M 0.5%
54,097
-603
36
$3.14M 0.41%
35,200
+12,700
37
$3.07M 0.4%
11,780
-250
38
$2.97M 0.39%
5,510
+340
39
$2.92M 0.38%
5,100
40
$2.85M 0.37%
63,507
-73,478
41
$2.82M 0.37%
45,347
-400
42
$2.75M 0.36%
35,217
+1,500
43
$2.59M 0.34%
19,742
-3,625
44
$2.55M 0.33%
4,350
+540
45
$2.47M 0.32%
7,300
46
$2.36M 0.31%
6,550
-650
47
$2.35M 0.31%
62,730
-3,868
48
$2.34M 0.3%
5,258
+482
49
$2.12M 0.28%
5,000
50
$2.08M 0.27%
54,250
-18,033
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2
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