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
$317M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$342K
3
+$318K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$259K
5
NSP icon
Insperity
NSP
+$236K

Top Sells

1
+$680K
2
+$435K
3
+$178K
4
JNJ icon
Johnson & Johnson
JNJ
+$139K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$93.4K

Sector Composition

1 Technology 30.18%
2 Healthcare 20.26%
3 Financials 11%
4 Communication Services 10.08%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.32%
12,062
52
$917K 0.29%
10,686
+225
53
$862K 0.27%
14,300
54
$752K 0.24%
6,250
-200
55
$741K 0.23%
8,901
56
$700K 0.22%
21,336
-280
57
$671K 0.21%
5,600
58
$660K 0.21%
8,931
+67
59
$655K 0.21%
34,984
+2,795
60
$651K 0.21%
3
61
$568K 0.18%
6,506
-100
62
$550K 0.17%
11,625
-300
63
$548K 0.17%
18,720
64
$542K 0.17%
3,589
-42
65
$522K 0.16%
21,462
66
$439K 0.14%
4,990
+650
67
$436K 0.14%
5,375
-2,200
68
$417K 0.13%
7,774
69
$382K 0.12%
1,814
-252
70
$366K 0.12%
12,605
-3,216
71
$358K 0.11%
6,435
72
$353K 0.11%
7,550
+50
73
$347K 0.11%
4,825
74
$327K 0.1%
9,150
-1,300
75
$288K 0.09%
8,773
1 2
3
4