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
$311M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$815K
4
GLD icon
SPDR Gold Trust
GLD
+$667K
5
RGLD icon
Royal Gold
RGLD
+$247K

Top Sells

1
+$714K
2
+$540K
3
+$257K
4
XOM icon
Exxon Mobil
XOM
+$256K
5
PM icon
Philip Morris
PM
+$248K

Sector Composition

1 Technology 31.47%
2 Healthcare 19.56%
3 Financials 10.98%
4 Communication Services 10.72%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$926K 0.3%
32,946
-1,991
52
$844K 0.27%
10,461
+75
53
$811K 0.26%
6,450
-100
54
$750K 0.24%
8,901
-139
55
$699K 0.22%
21,616
+280
56
$658K 0.21%
14,300
+1,100
57
$640K 0.21%
3
58
$601K 0.19%
5,600
59
$583K 0.19%
7,575
60
$577K 0.19%
11,925
-920
61
$575K 0.18%
8,864
+502
62
$575K 0.18%
32,189
+575
63
$553K 0.18%
3,631
-179
64
$531K 0.17%
15,821
-1,661
65
$526K 0.17%
6,606
-1,804
66
$490K 0.16%
21,462
-63
67
$461K 0.15%
18,720
68
$427K 0.14%
2,066
-40
69
$402K 0.13%
7,774
70
$374K 0.12%
4,340
+50
71
$322K 0.1%
10,450
-900
72
$314K 0.1%
6,435
-660
73
$291K 0.09%
7,500
-75
74
$284K 0.09%
8,773
75
$276K 0.09%
6,635
+100
1 2
3
4