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
$438M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.99M
3
+$1.52M
4
LRCX icon
Lam Research
LRCX
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$701K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.5M
4
V icon
Visa
V
+$760K
5
MSFT icon
Microsoft
MSFT
+$724K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Financials 14.35%
4 Communication Services 12.59%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.31%
20,251
-246
52
$1.31M 0.3%
43,850
-50,251
53
$1.24M 0.28%
36,125
-50
54
$1.23M 0.28%
60,704
-4,473
55
$1.17M 0.27%
27,899
56
$1.16M 0.27%
11,580
57
$1.12M 0.26%
7,428
-100
58
$1.11M 0.25%
16,660
-300
59
$1.06M 0.24%
3,635
+703
60
$1.04M 0.24%
6,393
-600
61
$1.02M 0.23%
6,080
62
$995K 0.23%
5,600
63
$991K 0.23%
20,946
-715
64
$968K 0.22%
4,250
65
$960K 0.22%
3
66
$882K 0.2%
17,284
-1,227
67
$881K 0.2%
13,016
68
$871K 0.2%
6,710
69
$864K 0.2%
10,792
70
$845K 0.19%
29,037
-1,000
71
$844K 0.19%
3,125
72
$785K 0.18%
5,225
73
$743K 0.17%
8,925
-850
74
$653K 0.15%
18,431
-99
75
$626K 0.14%
45,000
1 2
3
4 5