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
$596M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$674K
3
+$600K
4
BHP icon
BHP
BHP
+$508K
5
JPM icon
JPMorgan Chase
JPM
+$396K

Top Sells

1
+$3.29M
2
+$1.22M
3
+$1.18M
4
NEE icon
NextEra Energy
NEE
+$800K
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Technology 27.55%
2 Healthcare 17.77%
3 Communication Services 17.76%
4 Financials 10.78%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.26%
17,650
-5,700
52
$1.54M 0.26%
12,398
53
$1.51M 0.25%
4,150
54
$1.48M 0.25%
3,748
+145
55
$1.45M 0.24%
5,600
56
$1.44M 0.24%
3,770
57
$1.41M 0.24%
3,285
+302
58
$1.38M 0.23%
18,705
-3,575
59
$1.1M 0.18%
8,150
-450
60
$1.05M 0.18%
23,260
61
$1.02M 0.17%
4,000
62
$1.01M 0.17%
10,750
63
$916K 0.15%
23,400
64
$900K 0.15%
9,121
-300
65
$878K 0.15%
2,525
+580
66
$870K 0.15%
10,590
+100
67
$860K 0.14%
2,000
68
$830K 0.14%
3,595
-1,000
69
$773K 0.13%
3,516
+175
70
$715K 0.12%
14,156
71
$708K 0.12%
11,551
72
$698K 0.12%
9,590
+2,330
73
$642K 0.11%
26,500
74
$575K 0.1%
2,000
75
$560K 0.09%
19,825
+1,325
1 2
3
4 5