VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.59M
3
+$2.53M
4
AMD icon
Advanced Micro Devices
AMD
+$2.11M
5
COST icon
Costco
COST
+$2.05M

Top Sells

1
+$1.98M
2
+$974K
3
+$527K
4
NKE icon
Nike
NKE
+$352K
5
THC icon
Tenet Healthcare
THC
+$335K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.04M 0.84%
23,990
+885
27
$6.87M 0.82%
34,629
+2,030
28
$6.74M 0.8%
153,262
-1,025
29
$6.68M 0.79%
21,175
+2,000
30
$5.97M 0.71%
18,085
31
$5.87M 0.7%
69,892
-6,400
32
$5.5M 0.65%
58,134
+3,250
33
$5.35M 0.64%
9,398
+300
34
$4.42M 0.53%
39,175
+1,525
35
$4.24M 0.5%
56,264
+1,850
36
$4.06M 0.48%
5,100
+450
37
$4.01M 0.48%
53,097
38
$3.71M 0.44%
19,825
+2,611
39
$3.65M 0.43%
52,305
-4,725
40
$3.56M 0.42%
4,845
+285
41
$3.22M 0.38%
11,400
-200
42
$3.08M 0.37%
46,497
-100
43
$3.02M 0.36%
19,642
44
$2.24M 0.27%
4,900
-100
45
$2.23M 0.27%
17,972
-70
46
$2.17M 0.26%
3,259
+38
47
$2.12M 0.25%
+13,100
48
$2.1M 0.25%
7,300
+800
49
$1.95M 0.23%
+5,275
50
$1.83M 0.22%
5,191
+853
1
2
3 4 5