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
$407M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$894K
3
+$871K
4
VZ icon
Verizon
VZ
+$670K
5
DD
Du Pont De Nemours E I
DD
+$336K

Top Sells

1
+$2.01M
2
+$746K
3
+$653K
4
AAPL icon
Apple
AAPL
+$652K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$652K

Sector Composition

1 Technology 22.25%
2 Healthcare 18.97%
3 Communication Services 13.02%
4 Financials 12.41%
5 Consumer Staples 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.31%
26,275
-500
52
$1.21M 0.3%
30,540
-1,979
53
$1.19M 0.29%
16,660
54
$1.17M 0.29%
12,320
55
$1.15M 0.28%
5,600
56
$1.1M 0.27%
26,845
-1,054
57
$1.09M 0.27%
3,870
+3,170
58
$1.06M 0.26%
6,957
-400
59
$1.03M 0.25%
16,475
-400
60
$1M 0.25%
5,943
-25
61
$997K 0.25%
20,821
-125
62
$981K 0.24%
7,300
63
$979K 0.24%
8,925
64
$967K 0.24%
3,302
-220
65
$966K 0.24%
10,942
+150
66
$958K 0.24%
3,250
+125
67
$955K 0.23%
3
68
$877K 0.22%
13,016
69
$866K 0.21%
5,225
70
$794K 0.2%
18,784
+75
71
$727K 0.18%
19,737
72
$679K 0.17%
7,440
-863
73
$648K 0.16%
10,124
-800
74
$634K 0.16%
2,355
+230
75
$624K 0.15%
28,737
-300
1 2
3
4 5