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
$306M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$457K
3
+$408K
4
ABBV icon
AbbVie
ABBV
+$235K
5
THRM icon
Gentherm
THRM
+$217K

Top Sells

1
+$3.33M
2
+$481K
3
+$384K
4
CPRI icon
Capri Holdings
CPRI
+$347K
5
SJM icon
J.M. Smucker
SJM
+$266K

Sector Composition

1 Technology 32.66%
2 Healthcare 18.29%
3 Financials 11.53%
4 Energy 10.22%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.33%
14,956
-100
52
$929K 0.3%
9,775
-5,065
53
$902K 0.29%
9,460
+310
54
$892K 0.29%
20,012
+212
55
$866K 0.28%
8,328
56
$763K 0.25%
9,040
57
$755K 0.25%
10,686
+1,568
58
$752K 0.25%
13,380
+535
59
$747K 0.24%
8,474
60
$735K 0.24%
7,575
61
$652K 0.21%
21,436
-100
62
$615K 0.2%
3
63
$606K 0.2%
4,763
64
$602K 0.2%
20,157
-1,200
65
$562K 0.18%
9,760
66
$535K 0.17%
5,600
67
$505K 0.16%
31,185
-3,700
68
$459K 0.15%
19,425
+300
69
$456K 0.15%
3,813
-51
70
$448K 0.15%
5,250
+210
71
$439K 0.14%
5,175
-1,800
72
$436K 0.14%
2,106
-100
73
$424K 0.14%
5,060
+150
74
$418K 0.14%
10,400
-200
75
$411K 0.13%
2,645
-131
1 2
3
4 5