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
$622M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$2.17M
3
+$1.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
FCX icon
Freeport-McMoran
FCX
+$1.04M

Top Sells

1
+$971K
2
+$708K
3
+$332K
4
PTON icon
Peloton Interactive
PTON
+$246K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$242K

Sector Composition

1 Technology 27.43%
2 Communication Services 18.39%
3 Healthcare 17.13%
4 Financials 10.32%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.24%
3,748
52
$1.48M 0.24%
5,600
53
$1.45M 0.23%
33,637
+10,237
54
$1.44M 0.23%
4,150
55
$1.41M 0.23%
3,285
56
$1.41M 0.23%
3,770
57
$1.37M 0.22%
26,404
-888
58
$1.34M 0.22%
18,900
59
$1.33M 0.21%
17,665
+230
60
$1.2M 0.19%
8,600
+450
61
$1.18M 0.19%
10,750
62
$1.12M 0.18%
4,645
+1,050
63
$1.06M 0.17%
3,120
+595
64
$1.04M 0.17%
4,000
65
$1.04M 0.17%
+32,000
66
$1M 0.16%
20,960
-2,300
67
$905K 0.15%
12,960
-13,900
68
$895K 0.14%
9,171
+50
69
$857K 0.14%
+8,500
70
$795K 0.13%
10,915
+1,325
71
$746K 0.12%
14,156
72
$689K 0.11%
3,516
73
$646K 0.1%
1,500
-500
74
$589K 0.09%
12,687
+3,600
75
$559K 0.09%
5,900
1 2
3
4 5