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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.28M
3
+$1.22M
4
KMI icon
Kinder Morgan
KMI
+$1.06M
5
HON icon
Honeywell
HON
+$962K

Top Sells

1
+$1.18M
2
+$950K
3
+$815K
4
IBM icon
IBM
IBM
+$543K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$539K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.33%
35,359
+161
52
$1.04M 0.33%
15,056
+100
53
$1.02M 0.33%
31,918
54
$786K 0.25%
18,981
55
$782K 0.25%
21,536
-1,500
56
$771K 0.25%
21,357
+2,237
57
$762K 0.24%
9,118
+204
58
$720K 0.23%
6,908
59
$704K 0.22%
12,845
60
$704K 0.22%
8,474
-335
61
$689K 0.22%
9,040
-1,000
62
$682K 0.22%
7,450
-1,000
63
$678K 0.22%
3
64
$670K 0.21%
7,575
65
$646K 0.21%
34,885
-15,715
66
$612K 0.19%
9,760
-860
67
$576K 0.18%
4,757
+41
68
$548K 0.17%
5,811
+211
69
$547K 0.17%
19,125
70
$506K 0.16%
3,299
-3,538
71
$501K 0.16%
3,864
+423
72
$474K 0.15%
5,500
-6,255
73
$456K 0.15%
2,206
+200
74
$446K 0.14%
9,077
75
$425K 0.14%
9,435
1 2
3
4 5