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
$331M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$209K
3
+$178K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$125K
5
PX
Praxair Inc
PX
+$125K

Top Sells

1
+$2.85M
2
+$255K
3
+$240K
4
MDT icon
Medtronic
MDT
+$232K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$210K

Sector Composition

1 Technology 22.04%
2 Healthcare 20.68%
3 Financials 13.24%
4 Communication Services 11.72%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.34%
8,428
+620
52
$1.04M 0.31%
13,016
53
$1.03M 0.31%
11,516
54
$981K 0.3%
30,229
-160
55
$956K 0.29%
22,525
+925
56
$935K 0.28%
31,717
57
$912K 0.28%
11,117
58
$858K 0.26%
39,451
-4,141
59
$809K 0.24%
22,436
60
$806K 0.24%
6,220
-30
61
$800K 0.24%
9,965
62
$750K 0.23%
3
63
$746K 0.23%
7,044
64
$737K 0.22%
5,600
65
$710K 0.21%
8,551
-75
66
$622K 0.19%
7,440
+1,500
67
$601K 0.18%
21,751
68
$582K 0.18%
4,074
-22
69
$579K 0.18%
8,705
-226
70
$569K 0.17%
5,225
-150
71
$512K 0.15%
11,540
72
$426K 0.13%
1,807
-14
73
$409K 0.12%
17,037
-75
74
$397K 0.12%
7,974
75
$361K 0.11%
27,000
1 2
3
4 5