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
$741M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$240K
3
+$233K
4
NVDA icon
NVIDIA
NVDA
+$216K
5
AMLP icon
Alerian MLP ETF
AMLP
+$195K

Top Sells

1
+$3.72M
2
+$966K
3
+$598K
4
NKE icon
Nike
NKE
+$515K
5
PM icon
Philip Morris
PM
+$414K

Sector Composition

1 Technology 25.83%
2 Communication Services 16.56%
3 Financials 14.21%
4 Healthcare 12.55%
5 Consumer Staples 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.52M 1.01%
36,699
-400
27
$7.29M 0.98%
100,250
+250
28
$6.95M 0.94%
66,219
-3,875
29
$5.08M 0.69%
9,271
+228
30
$4.97M 0.67%
20,260
+135
31
$4.96M 0.67%
41,680
-100
32
$4.93M 0.66%
21,514
+250
33
$4.5M 0.61%
70,900
-8,106
34
$4.15M 0.56%
61,231
-2,276
35
$3.94M 0.53%
36,327
+1,110
36
$3.83M 0.52%
54,097
37
$3.61M 0.49%
11,600
-180
38
$3.25M 0.44%
45,347
39
$3.06M 0.41%
18,275
-1,050
40
$2.86M 0.39%
5,560
+50
41
$2.84M 0.38%
35,200
42
$2.83M 0.38%
19,892
+150
43
$2.79M 0.38%
5,100
44
$2.6M 0.35%
4,510
+160
45
$2.55M 0.34%
7,300
46
$2.44M 0.33%
6,550
47
$2.35M 0.32%
5,000
48
$2.13M 0.29%
57,830
-4,900
49
$2.04M 0.27%
5,312
+54
50
$1.8M 0.24%
3,220
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2
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