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
$287M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$749K
3
+$652K
4
DHR icon
Danaher
DHR
+$291K
5
KO icon
Coca-Cola
KO
+$215K

Top Sells

1
+$1.99M
2
+$618K
3
+$307K
4
IBM icon
IBM
IBM
+$227K
5
TGT icon
Target
TGT
+$207K

Sector Composition

1 Technology 34.98%
2 Healthcare 13.37%
3 Energy 12.47%
4 Financials 9.43%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.29%
94,180
52
$731K 0.25%
14,956
53
$726K 0.25%
20,920
+200
54
$697K 0.24%
31,918
55
$667K 0.23%
7,845
-850
56
$660K 0.23%
25,586
-4,604
57
$660K 0.23%
10,001
58
$608K 0.21%
6,908
59
$577K 0.2%
6,615
60
$567K 0.2%
11,024
-100
61
$565K 0.2%
7,930
-266
62
$564K 0.2%
4,549
-167
63
$562K 0.2%
3
64
$524K 0.18%
15,265
-17,569
65
$520K 0.18%
10,400
+350
66
$480K 0.17%
18,825
-900
67
$456K 0.16%
5,600
68
$454K 0.16%
5,450
69
$420K 0.15%
9,557
-750
70
$398K 0.14%
3,041
-100
71
$384K 0.13%
4,409
72
$363K 0.13%
9,435
-500
73
$361K 0.13%
11,843
74
$313K 0.11%
3,600
-1,275
75
$306K 0.11%
1,625
-40
1 2
3
4 5