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
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$3.04M
3
+$1.25M
4
CMCSA icon
Comcast
CMCSA
+$444K
5
SCCO icon
Southern Copper
SCCO
+$437K

Top Sells

1
+$1.62M
2
+$1.12M
3
+$618K
4
ORCL icon
Oracle
ORCL
+$580K
5
ADP icon
Automatic Data Processing
ADP
+$577K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.24%
8,541
-239
52
$1.1M 0.24%
5,978
-102
53
$1.03M 0.23%
8,600
54
$1.02M 0.22%
3,870
55
$1.01M 0.22%
5,600
56
$1.01M 0.22%
4,000
57
$924K 0.2%
11,115
+300
58
$912K 0.2%
16,225
-250
59
$912K 0.2%
2,958
+10
60
$905K 0.2%
26,737
61
$840K 0.18%
10,511
62
$814K 0.18%
2,871
63
$805K 0.18%
5,125
64
$802K 0.18%
3
65
$791K 0.17%
25,507
66
$752K 0.16%
18,837
67
$720K 0.16%
12,950
68
$690K 0.15%
7,896
+156
69
$632K 0.14%
3,741
-50
70
$561K 0.12%
5,959
-761
71
$548K 0.12%
1,770
72
$534K 0.12%
29,032
-3,625
73
$522K 0.11%
4,195
74
$488K 0.11%
28,700
-1,050
75
$471K 0.1%
1,300
-25
1 2
3
4 5