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
$374M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$442K
3
+$338K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$309K
5
SCHW icon
Charles Schwab
SCHW
+$227K

Top Sells

1
+$4.93M
2
+$1.82M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Technology 24.04%
2 Healthcare 20.96%
3 Communication Services 15.06%
4 Consumer Staples 12.67%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.27%
+4,150
52
$946K 0.25%
8,600
-25
53
$932K 0.25%
5,600
54
$926K 0.25%
30,057
-225
55
$889K 0.24%
10,815
-1,665
56
$879K 0.24%
3,870
57
$850K 0.23%
10,511
58
$816K 0.22%
3
59
$805K 0.22%
26,737
-500
60
$790K 0.21%
25,507
61
$760K 0.2%
2,948
-454
62
$751K 0.2%
16,475
63
$746K 0.2%
4,000
-2,250
64
$713K 0.19%
18,837
65
$708K 0.19%
5,125
66
$680K 0.18%
2,871
+248
67
$638K 0.17%
7,740
+300
68
$605K 0.16%
6,720
+3,755
69
$535K 0.14%
3,791
-865
70
$457K 0.12%
1,770
-3,040
71
$441K 0.12%
32,657
-2,828
72
$400K 0.11%
60,100
+2,350
73
$388K 0.1%
29,750
+3,250
74
$384K 0.1%
12,950
-850
75
$376K 0.1%
1,325
+50
1 2
3
4 5