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
$279M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.88M
3
+$751K
4
DIS icon
Walt Disney
DIS
+$695K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Top Sells

1
+$1.52M
2
+$889K
3
+$660K
4
GLD icon
SPDR Gold Trust
GLD
+$576K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$526K

Sector Composition

1 Technology 34.2%
2 Energy 12.91%
3 Healthcare 12.78%
4 Financials 9.62%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$751K 0.27%
+14,477
52
$741K 0.27%
14,956
+3
53
$719K 0.26%
8,695
-800
54
$687K 0.25%
20,720
+2,500
55
$651K 0.23%
5,607
-4,963
56
$641K 0.23%
6,908
+3
57
$633K 0.23%
4,716
+42
58
$631K 0.23%
31,918
+36
59
$587K 0.21%
11,124
-885
60
$574K 0.21%
10,001
-1,350
61
$566K 0.2%
8,196
+55
62
$549K 0.2%
6,615
-2,355
63
$534K 0.19%
3
64
$517K 0.19%
19,725
-1,950
65
$475K 0.17%
10,050
-400
66
$458K 0.16%
21,150
+9,200
67
$445K 0.16%
5,450
-1,150
68
$424K 0.15%
10,307
-100
69
$421K 0.15%
5,600
70
$408K 0.15%
3,141
71
$406K 0.15%
4,875
-350
72
$381K 0.14%
9,935
+100
73
$368K 0.13%
15,995
-28,680
74
$367K 0.13%
4,409
75
$344K 0.12%
11,843
+378
1 2
3
4 5