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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.17M
3
+$805K
4
BHP icon
BHP
BHP
+$271K
5
TPIC
TPI Composites
TPIC
+$245K

Top Sells

1
+$2.59M
2
+$2.32M
3
+$2.21M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.21%
11,815
+700
52
$980K 0.21%
16,225
53
$964K 0.2%
28,110
-14,150
54
$960K 0.2%
3
55
$952K 0.2%
4,000
56
$952K 0.2%
2,843
-115
57
$942K 0.2%
28,682
-1,725
58
$935K 0.2%
6,979
-1,562
59
$931K 0.2%
10,511
60
$929K 0.2%
3,021
+150
61
$859K 0.18%
24,664
-843
62
$803K 0.17%
5,100
-5,960
63
$658K 0.14%
3,341
-400
64
$632K 0.13%
29,200
+500
65
$630K 0.13%
8,160
-8,250
66
$598K 0.13%
1,780
+10
67
$592K 0.12%
12,687
-6,150
68
$547K 0.12%
21,450
+950
69
$541K 0.11%
5,620
-339
70
$498K 0.1%
11,551
71
$459K 0.1%
29,477
+445
72
$421K 0.09%
13,100
73
$412K 0.09%
4,740
-3,156
74
$398K 0.08%
1,520
75
$395K 0.08%
1,881
-4,620
1 2
3
4 5