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
$326M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.35M
3
+$2.41M
4
CVS icon
CVS Health
CVS
+$2.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.59M

Top Sells

1
+$1.16M
2
+$856K
3
+$538K
4
COP icon
ConocoPhillips
COP
+$500K
5
MRH
MONTPELIER RE HOLDINGS LTD
MRH
+$203K

Sector Composition

1 Technology 22.3%
2 Healthcare 20.4%
3 Financials 13.09%
4 Communication Services 11.63%
5 Consumer Staples 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.33%
21,600
+4,550
52
$1.06M 0.33%
31,717
-200
53
$1.02M 0.31%
11,516
-46
54
$995K 0.31%
7,808
55
$976K 0.3%
43,592
+13,327
56
$973K 0.3%
+13,016
57
$934K 0.29%
30,389
-2,677
58
$864K 0.27%
11,117
+431
59
$796K 0.24%
22,436
+1,100
60
$778K 0.24%
6,250
61
$761K 0.23%
+9,965
62
$757K 0.23%
7,044
+538
63
$738K 0.23%
3
64
$711K 0.22%
8,626
-275
65
$691K 0.21%
5,600
66
$619K 0.19%
21,751
+3,031
67
$601K 0.18%
8,931
68
$587K 0.18%
5,375
69
$581K 0.18%
4,096
+507
70
$496K 0.15%
5,940
+950
71
$474K 0.15%
11,540
+3,900
72
$420K 0.13%
1,821
+862
73
$416K 0.13%
+27,000
74
$394K 0.12%
17,112
-3,150
75
$390K 0.12%
7,974
1 2
3
4 5