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
$285M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$2.31M
3
+$1.59M
4
AEM icon
Agnico Eagle Mines
AEM
+$924K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$280K

Top Sells

1
+$48.2M
2
+$1.37M
3
+$452K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$208K
5
THRM icon
Gentherm
THRM
+$206K

Sector Composition

1 Healthcare 21.93%
2 Technology 21.66%
3 Financials 12.55%
4 Communication Services 11.88%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.36%
11,562
-500
52
$977K 0.34%
7,808
-1,260
53
$947K 0.33%
31,917
54
$924K 0.32%
+17,050
55
$855K 0.3%
10,686
56
$805K 0.28%
21,336
57
$721K 0.25%
6,250
58
$718K 0.25%
8,901
59
$700K 0.25%
30,265
-4,719
60
$652K 0.23%
5,600
61
$649K 0.23%
3
62
$635K 0.22%
6,506
63
$632K 0.22%
8,931
64
$517K 0.18%
18,720
65
$515K 0.18%
11,625
66
$510K 0.18%
3,589
67
$487K 0.17%
20,262
-1,200
68
$459K 0.16%
5,375
69
$437K 0.15%
4,990
70
$411K 0.14%
6,435
71
$409K 0.14%
7,974
+200
72
$401K 0.14%
11,725
-880
73
$395K 0.14%
1,814
74
$374K 0.13%
4,825
75
$320K 0.11%
7,640
1 2
3
4 5