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
$302M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$1.36M
3
+$638K
4
GILD icon
Gilead Sciences
GILD
+$549K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$454K

Top Sells

1
+$10.7M
2
+$1.38M
3
+$881K
4
JNJ icon
Johnson & Johnson
JNJ
+$529K
5
ADP icon
Automatic Data Processing
ADP
+$432K

Sector Composition

1 Technology 31.39%
2 Healthcare 18.92%
3 Financials 11.44%
4 Communication Services 11.15%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.26%
6,550
-150
52
$770K 0.26%
9,040
53
$741K 0.25%
10,386
-400
54
$735K 0.24%
21,336
-100
55
$698K 0.23%
12,845
-535
56
$658K 0.22%
8,410
-1,050
57
$646K 0.21%
17,482
+630
58
$645K 0.21%
8,362
-112
59
$638K 0.21%
+13,200
60
$593K 0.2%
3
61
$578K 0.19%
7,575
62
$569K 0.19%
3,810
-39
63
$520K 0.17%
5,600
64
$479K 0.16%
18,720
-1,237
65
$472K 0.16%
31,614
-8,225
66
$440K 0.15%
21,525
+2,100
67
$431K 0.14%
2,106
68
$373K 0.12%
11,350
+950
69
$364K 0.12%
7,774
-303
70
$356K 0.12%
4,290
-400
71
$316K 0.1%
7,575
+1,925
72
$316K 0.1%
7,095
-2,605
73
$315K 0.1%
2,394
-42
74
$310K 0.1%
6,535
+100
75
$254K 0.08%
8,773
1 2
3
4