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
$308M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.13M
3
+$738K
4
MDT icon
Medtronic
MDT
+$687K
5
HON icon
Honeywell
HON
+$405K

Top Sells

1
+$3.52M
2
+$425K
3
+$377K
4
MRK icon
Merck
MRK
+$328K
5
PM icon
Philip Morris
PM
+$308K

Sector Composition

1 Technology 33.22%
2 Healthcare 17.33%
3 Financials 10.94%
4 Energy 10.37%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.36%
15,056
52
$1.12M 0.36%
26,561
+1,525
53
$991K 0.32%
9,150
54
$919K 0.3%
8,328
+1,420
55
$841K 0.27%
19,800
+819
56
$766K 0.25%
9,040
57
$749K 0.24%
8,474
58
$703K 0.23%
21,357
59
$700K 0.23%
9,118
60
$699K 0.23%
12,845
61
$673K 0.22%
21,536
62
$664K 0.22%
7,575
63
$653K 0.21%
3
64
$632K 0.21%
34,885
65
$589K 0.19%
9,760
66
$566K 0.18%
4,763
+6
67
$558K 0.18%
6,975
-475
68
$524K 0.17%
19,125
69
$517K 0.17%
5,600
-211
70
$467K 0.15%
3,864
71
$458K 0.15%
2,206
72
$442K 0.14%
5,040
-460
73
$426K 0.14%
2,776
-523
74
$423K 0.14%
4,910
75
$387K 0.13%
8,400
1 2
3
4