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
$416M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$953K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
5
SLV icon
iShares Silver Trust
SLV
+$422K

Top Sells

1
+$991K
2
+$877K
3
+$667K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 22.21%
2 Healthcare 19.11%
3 Communication Services 13.99%
4 Consumer Staples 12.33%
5 Financials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.3%
9,109
52
$1.23M 0.29%
16,660
53
$1.21M 0.29%
5,600
54
$1.17M 0.28%
34,335
+3,795
55
$1.11M 0.27%
8,925
56
$1.06M 0.25%
20,521
-300
57
$1.04M 0.25%
10,811
-131
58
$1.01M 0.24%
12,480
+6,875
59
$1M 0.24%
6,587
-370
60
$977K 0.24%
3,292
-10
61
$935K 0.23%
3
62
$929K 0.22%
3,870
63
$908K 0.22%
10,460
-1,860
64
$898K 0.22%
3,250
65
$881K 0.21%
5,225
66
$879K 0.21%
25,791
-1,054
67
$858K 0.21%
16,475
68
$793K 0.19%
5,800
-1,500
69
$774K 0.19%
17,176
-1,608
70
$770K 0.19%
4,756
-1,187
71
$745K 0.18%
18,837
-900
72
$741K 0.18%
28,737
73
$673K 0.16%
2,470
+115
74
$672K 0.16%
10,135
+11
75
$647K 0.16%
7,440
1 2
3
4 5