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
$299M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$900K
3
+$822K
4
WFC icon
Wells Fargo
WFC
+$675K
5
GILD icon
Gilead Sciences
GILD
+$481K

Top Sells

1
+$815K
2
+$390K
3
+$384K
4
VOD icon
Vodafone
VOD
+$362K
5
DORM icon
Dorman Products
DORM
+$270K

Sector Composition

1 Technology 33.5%
2 Healthcare 13.57%
3 Energy 13.37%
4 Financials 9.37%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.34%
12,601
-446
52
$1.02M 0.34%
11,755
+3,910
53
$1.01M 0.34%
19,074
-1,116
54
$942K 0.32%
10,400
-250
55
$822K 0.27%
+8,236
56
$789K 0.26%
31,918
57
$758K 0.25%
24,536
-1,050
58
$748K 0.25%
19,120
-1,800
59
$744K 0.25%
10,040
+39
60
$723K 0.24%
15,056
+100
61
$685K 0.23%
83,380
-10,800
62
$675K 0.23%
+12,845
63
$654K 0.22%
8,814
+884
64
$631K 0.21%
6,908
65
$618K 0.21%
10,949
-75
66
$610K 0.2%
16,738
+1,473
67
$570K 0.19%
3
68
$520K 0.17%
5,762
-853
69
$481K 0.16%
+5,805
70
$479K 0.16%
19,125
+300
71
$472K 0.16%
5,600
72
$470K 0.16%
3,541
+500
73
$434K 0.15%
9,557
74
$415K 0.14%
8,400
-2,000
75
$402K 0.13%
4,750
-700
1 2
3
4 5