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
$247M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$12.6M
3
+$9.97M
4
V icon
Visa
V
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.47%
2 Healthcare 13.24%
3 Energy 13.02%
4 Consumer Staples 9%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.3%
+9,045
52
$709K 0.29%
+14,077
53
$611K 0.25%
+14,950
54
$580K 0.23%
+6,342
55
$574K 0.23%
+6,902
56
$566K 0.23%
+18,220
57
$562K 0.23%
+10,450
58
$551K 0.22%
+6,600
59
$551K 0.22%
+31,880
60
$550K 0.22%
+8,141
61
$547K 0.22%
+9,819
62
$539K 0.22%
+6,330
63
$538K 0.22%
+21,675
64
$534K 0.22%
+8,450
65
$519K 0.21%
+4,674
66
$513K 0.21%
+6,575
67
$513K 0.21%
+8,208
68
$506K 0.21%
+3
69
$506K 0.21%
+11,450
70
$491K 0.2%
+16,186
71
$472K 0.19%
+11,409
72
$459K 0.19%
+10,407
73
$362K 0.15%
+5,600
74
$362K 0.15%
+3,141
75
$359K 0.15%
+5,500
1 2
3
4 5