VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$600K
3
+$228K
4
BA icon
Boeing
BA
+$208K
5
SCHW icon
Charles Schwab
SCHW
+$201K

Top Sells

1
+$8.19M
2
+$5.59M
3
+$5.29M
4
V icon
Visa
V
+$4.76M
5
AAPL icon
Apple
AAPL
+$4.41M

Sector Composition

1 Technology 29.87%
2 Communication Services 17.9%
3 Financials 13.64%
4 Consumer Staples 11.14%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 0.91%
32,599
-4,100
27
$6.04M 0.85%
76,292
-7,900
28
$5.56M 0.78%
19,175
-1,085
29
$5.11M 0.72%
9,098
-173
30
$4.99M 0.7%
18,085
-190
31
$4.93M 0.69%
54,884
-11,335
32
$4.32M 0.61%
36,317
-10
33
$4.06M 0.57%
37,650
-4,030
34
$4.05M 0.57%
57,030
-13,870
35
$3.75M 0.53%
54,414
-6,817
36
$3.69M 0.52%
53,097
-1,000
37
$3.37M 0.47%
4,560
+50
38
$3.3M 0.46%
46,597
+1,250
39
$3.29M 0.46%
4,650
-450
40
$3.24M 0.46%
11,600
41
$3.13M 0.44%
19,642
+11,278
42
$2.97M 0.42%
17,214
-4,300
43
$2.54M 0.36%
5,000
44
$2.4M 0.34%
27,500
-7,700
45
$2.33M 0.33%
18,042
-1,850
46
$2.2M 0.31%
3,877
-1,683
47
$2.16M 0.3%
6,500
-800
48
$1.99M 0.28%
3,221
+1
49
$1.92M 0.27%
15,499
-1,100
50
$1.72M 0.24%
48,130
-9,700
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