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
$555M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.72M
3
+$3.36M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.27M

Top Sells

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
COST icon
Costco
COST
+$1.02M
5
ADP icon
Automatic Data Processing
ADP
+$653K

Sector Composition

1 Technology 26.94%
2 Healthcare 18.11%
3 Communication Services 16.97%
4 Financials 10.64%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.27%
4,150
52
$1.47M 0.26%
12,398
-1
53
$1.36M 0.25%
5,600
54
$1.35M 0.24%
3,770
55
$1.31M 0.24%
3,603
+447
56
$1.18M 0.21%
2,983
+140
57
$1.17M 0.21%
8,600
58
$1.08M 0.2%
23,260
-1,650
59
$1.07M 0.19%
4,000
60
$1.03M 0.19%
4,595
61
$989K 0.18%
10,750
-2,250
62
$909K 0.16%
9,421
-1,090
63
$869K 0.16%
5,620
+420
64
$862K 0.16%
10,490
-500
65
$848K 0.15%
23,400
66
$796K 0.14%
2,000
+220
67
$747K 0.13%
11,551
68
$736K 0.13%
3,341
69
$632K 0.11%
14,156
-31,174
70
$602K 0.11%
26,500
-2,700
71
$574K 0.1%
12,687
72
$573K 0.1%
1,945
+30
73
$563K 0.1%
2,000
74
$541K 0.1%
6,860
-1,300
75
$508K 0.09%
18,500
+1,100
1 2
3
4 5