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
$343M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.34M
3
+$577K
4
SLB icon
SLB Ltd
SLB
+$528K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$516K

Top Sells

1
+$2.89M
2
+$770K
3
+$380K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Healthcare 21.22%
2 Technology 21.02%
3 Financials 13.8%
4 Communication Services 11.98%
5 Consumer Staples 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.33%
14,756
52
$1.11M 0.32%
8,328
-100
53
$1.02M 0.3%
13,016
54
$986K 0.29%
11,316
-200
55
$963K 0.28%
30,229
56
$953K 0.28%
6,220
57
$942K 0.28%
11,267
+150
58
$804K 0.23%
9,965
59
$777K 0.23%
5,600
60
$767K 0.22%
7,044
61
$764K 0.22%
3
62
$757K 0.22%
22,436
63
$740K 0.22%
31,717
64
$670K 0.2%
8,551
65
$651K 0.19%
8,705
66
$651K 0.19%
33,961
-5,490
67
$646K 0.19%
5,225
68
$589K 0.17%
21,751
69
$577K 0.17%
+4,000
70
$559K 0.16%
11,540
71
$492K 0.14%
41,000
+14,000
72
$460K 0.13%
3,553
-521
73
$442K 0.13%
1,827
+20
74
$435K 0.13%
+11,181
75
$430K 0.13%
17,037
1 2
3
4 5