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
$458M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$546K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$399K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$379K

Top Sells

1
+$437K
2
+$305K
3
+$305K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Technology 22.74%
2 Healthcare 19.89%
3 Communication Services 14.78%
4 Financials 11.58%
5 Consumer Staples 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.31%
35,485
+1,150
52
$1.37M 0.3%
9,288
+179
53
$1.23M 0.27%
3,725
+475
54
$1.23M 0.27%
20,521
55
$1.2M 0.26%
6,080
56
$1.18M 0.26%
5,600
57
$1.17M 0.26%
3,870
58
$1.13M 0.25%
16,410
-250
59
$1.09M 0.24%
3,402
+110
60
$1.08M 0.23%
8,625
-300
61
$1.02M 0.22%
3
62
$1.01M 0.22%
6,587
63
$1.01M 0.22%
12,480
64
$978K 0.21%
16,475
65
$966K 0.21%
10,460
66
$959K 0.21%
10,511
-300
67
$948K 0.21%
25,507
-284
68
$888K 0.19%
5,125
-100
69
$842K 0.18%
4,656
-100
70
$802K 0.18%
5,800
71
$790K 0.17%
27,237
-1,500
72
$776K 0.17%
2,623
+153
73
$746K 0.16%
18,837
74
$704K 0.15%
7,440
75
$600K 0.13%
9,541
-594
1 2
3
4 5