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
$374M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$598K
3
+$506K
4
SLB icon
SLB Ltd
SLB
+$385K
5
LRCX icon
Lam Research
LRCX
+$244K

Top Sells

1
+$1.34M
2
+$1.12M
3
+$963K
4
MDT icon
Medtronic
MDT
+$879K
5
MSFT icon
Microsoft
MSFT
+$743K

Sector Composition

1 Technology 21.41%
2 Healthcare 18.59%
3 Financials 14.71%
4 Communication Services 12.53%
5 Consumer Staples 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.33%
16,960
52
$1.2M 0.32%
13,706
-1,050
53
$1.2M 0.32%
20,593
-1,943
54
$1.06M 0.28%
20,336
-1,000
55
$1M 0.27%
29,744
56
$1M 0.27%
7,528
-500
57
$975K 0.26%
18,920
+11,600
58
$954K 0.26%
6,100
-20
59
$947K 0.25%
7,043
60
$901K 0.24%
5,600
61
$897K 0.24%
3
62
$863K 0.23%
6,710
63
$861K 0.23%
4,250
64
$836K 0.22%
10,792
65
$829K 0.22%
13,016
66
$826K 0.22%
10,415
-900
67
$816K 0.22%
11,280
-60
68
$812K 0.22%
5,225
69
$791K 0.21%
45,000
70
$732K 0.2%
2,782
+511
71
$726K 0.19%
+4,480
72
$724K 0.19%
30,237
-1,280
73
$632K 0.17%
2,925
74
$623K 0.17%
8,593
75
$580K 0.16%
16,980
+150
1 2
3
4 5