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
$393M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$814K
4
ORCL icon
Oracle
ORCL
+$561K
5
DIS icon
Walt Disney
DIS
+$473K

Top Sells

1
+$2.35M
2
+$428K
3
+$332K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$309K
5
SNC
State National Companies, Inc.
SNC
+$255K

Sector Composition

1 Technology 21.19%
2 Healthcare 19.18%
3 Financials 14.26%
4 Communication Services 12.48%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.39%
33,150
+75
52
$1.37M 0.35%
14,756
53
$1.28M 0.33%
16,960
54
$1.19M 0.3%
8,028
-200
55
$1.05M 0.27%
6,120
56
$1.04M 0.26%
11,315
57
$1.02M 0.26%
29,744
58
$985K 0.25%
21,336
-1,100
59
$964K 0.25%
6,710
60
$944K 0.24%
7,043
61
$908K 0.23%
10,792
62
$893K 0.23%
3
63
$867K 0.22%
5,600
64
$865K 0.22%
31,517
-200
65
$853K 0.22%
45,000
66
$823K 0.21%
13,016
67
$818K 0.21%
4,250
68
$818K 0.21%
5,225
69
$674K 0.17%
16,830
+2,950
70
$663K 0.17%
11,340
71
$646K 0.16%
8,593
72
$606K 0.15%
2,271
+405
73
$567K 0.14%
7,801
-200
74
$561K 0.14%
17,037
75
$550K 0.14%
20,751
1 2
3
4 5