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
$307M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.13M
3
+$1.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$779K
5
F icon
Ford
F
+$683K

Top Sells

1
+$1.71M
2
+$1.04M
3
+$425K
4
NVS icon
Novartis
NVS
+$320K
5
GSK icon
GSK
GSK
+$291K

Sector Composition

1 Technology 35.02%
2 Healthcare 14.55%
3 Energy 12.13%
4 Financials 9.48%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.32%
35,198
-8,594
52
$905K 0.29%
8,350
+114
53
$837K 0.27%
8,450
-1,000
54
$830K 0.27%
31,918
55
$802K 0.26%
23,036
-1,500
56
$791K 0.26%
14,956
-100
57
$771K 0.25%
19,120
58
$743K 0.24%
8,809
-3,792
59
$683K 0.22%
+46,150
60
$667K 0.22%
8,914
+100
61
$666K 0.22%
12,845
62
$666K 0.22%
18,981
+2,243
63
$663K 0.22%
6,908
64
$621K 0.2%
7,575
-2,825
65
$621K 0.2%
3
66
$595K 0.19%
10,040
67
$579K 0.19%
4,716
-3,464
68
$499K 0.16%
83,180
-200
69
$487K 0.16%
19,125
70
$452K 0.15%
5,600
71
$444K 0.14%
3,441
-100
72
$421K 0.14%
5,000
+250
73
$398K 0.13%
2,006
+29
74
$396K 0.13%
9,077
-480
75
$392K 0.13%
9,435
1 2
3
4 5