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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$546K
3
+$423K
4
INTC icon
Intel
INTC
+$355K
5
BHP icon
BHP
BHP
+$310K

Top Sells

1
+$7.76M
2
+$1.06M
3
+$960K
4
D icon
Dominion Energy
D
+$526K
5
CVS icon
CVS Health
CVS
+$452K

Sector Composition

1 Technology 27.3%
2 Healthcare 18.33%
3 Communication Services 15.98%
4 Financials 11.08%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.21%
3,156
+135
52
$1.06M 0.21%
2,843
53
$1.04M 0.2%
24,910
-3,200
54
$1.02M 0.2%
6,949
-30
55
$999K 0.19%
24,975
-3,707
56
$986K 0.19%
4,595
57
$962K 0.19%
10,511
58
$951K 0.18%
13,000
+50
59
$911K 0.18%
10,990
-825
60
$861K 0.17%
23,400
-1,264
61
$847K 0.16%
5,200
+100
62
$726K 0.14%
5,713
+93
63
$717K 0.14%
29,200
64
$716K 0.14%
11,551
65
$698K 0.13%
8,160
66
$696K 0.13%
3,341
67
$668K 0.13%
1,780
68
$661K 0.13%
30,275
+798
69
$610K 0.12%
12,687
70
$546K 0.11%
+2,000
71
$523K 0.1%
1,915
+395
72
$452K 0.09%
13,100
73
$450K 0.09%
8,525
+75
74
$448K 0.09%
4,740
75
$442K 0.09%
17,400
-4,050
1 2
3
4 5