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
$397M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$593K
4
FDX icon
FedEx
FDX
+$346K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$249K
2
+$236K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$182K
5
MRK icon
Merck
MRK
+$118K

Sector Composition

1 Technology 22.06%
2 Healthcare 17.81%
3 Financials 14.51%
4 Communication Services 12.68%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.38%
17,468
-150
52
$1.42M 0.36%
20,497
-96
53
$1.31M 0.33%
13,706
54
$1.2M 0.3%
69,250
+57,250
55
$1.1M 0.28%
16,960
56
$1.08M 0.27%
21,661
+1,325
57
$1.03M 0.26%
18,511
-409
58
$1.02M 0.26%
7,528
59
$991K 0.25%
6,993
-50
60
$984K 0.25%
11,580
+300
61
$960K 0.24%
27,899
-1,845
62
$953K 0.24%
6,080
-20
63
$946K 0.24%
5,600
64
$895K 0.23%
4,250
65
$892K 0.22%
6,710
66
$855K 0.22%
30,037
-200
67
$853K 0.21%
10,792
68
$846K 0.21%
3
69
$824K 0.21%
13,016
70
$795K 0.2%
2,932
+150
71
$777K 0.2%
45,000
72
$763K 0.19%
9,775
-640
73
$762K 0.19%
3,125
+200
74
$730K 0.18%
5,225
75
$608K 0.15%
18,530
+1,550
1 2
3
4 5