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
$394M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$774K
3
+$635K
4
CPAY icon
Corpay
CPAY
+$493K
5
UNH icon
UnitedHealth
UNH
+$445K

Top Sells

1
+$1.32M
2
+$609K
3
+$547K
4
EPD icon
Enterprise Products Partners
EPD
+$330K
5
MOS icon
The Mosaic Company
MOS
+$219K

Sector Composition

1 Technology 22.04%
2 Healthcare 18.7%
3 Communication Services 13.71%
4 Financials 11.78%
5 Consumer Staples 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.29%
6,080
52
$1.14M 0.29%
16,660
53
$1.13M 0.29%
20,946
54
$1.12M 0.28%
27,899
55
$1.11M 0.28%
5,600
56
$1.1M 0.28%
25,392
+412
57
$1.1M 0.28%
12,320
+1,620
58
$998K 0.25%
5,968
-375
59
$995K 0.25%
3,522
60
$993K 0.25%
16,875
61
$971K 0.25%
10,792
62
$929K 0.24%
8,925
63
$904K 0.23%
3
64
$855K 0.22%
7,300
65
$835K 0.21%
5,225
66
$833K 0.21%
3,125
67
$806K 0.2%
13,016
68
$748K 0.19%
18,709
+500
69
$716K 0.18%
6,661
70
$715K 0.18%
8,303
71
$714K 0.18%
29,037
72
$662K 0.17%
10,924
-9,032
73
$642K 0.16%
19,737
+2,400
74
$580K 0.15%
45,000
75
$552K 0.14%
2,125
+220
1 2
3
4 5