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
$366M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.02M
3
+$937K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$525K

Top Sells

1
+$804K
2
+$209K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$92.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.4K

Sector Composition

1 Technology 21.43%
2 Healthcare 20.61%
3 Financials 14.22%
4 Communication Services 12%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.32%
14,756
52
$1.08M 0.3%
8,228
-100
53
$1.03M 0.28%
11,315
-1
54
$1.01M 0.27%
29,744
-485
55
$1M 0.27%
13,016
56
$959K 0.26%
6,120
-100
57
$937K 0.26%
+6,710
58
$906K 0.25%
10,792
-475
59
$854K 0.23%
22,436
60
$824K 0.22%
3
61
$817K 0.22%
7,043
-1
62
$795K 0.22%
5,600
63
$661K 0.18%
8,593
-112
64
$658K 0.18%
4,250
+250
65
$656K 0.18%
5,225
66
$636K 0.17%
31,717
67
$632K 0.17%
45,000
+4,000
68
$618K 0.17%
8,001
-550
69
$618K 0.17%
32,210
-1,751
70
$545K 0.15%
11,340
-200
71
$541K 0.15%
20,751
-1,000
72
$534K 0.15%
13,880
+2,699
73
$469K 0.13%
1,866
+39
74
$444K 0.12%
17,037
75
$432K 0.12%
5,025
+100
1 2
3
4 5