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
$696M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.89M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$2M
2
+$1.64M
3
+$1M
4
NKE icon
Nike
NKE
+$987K
5
GILD icon
Gilead Sciences
GILD
+$905K

Sector Composition

1 Technology 28.19%
2 Healthcare 17.29%
3 Communication Services 17.19%
4 Consumer Staples 9.46%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.25%
22,030
-100
52
$1.69M 0.24%
3,861
+113
53
$1.5M 0.22%
5,600
54
$1.49M 0.21%
4,150
55
$1.41M 0.2%
4,185
+1,065
56
$1.4M 0.2%
8,571
-29
57
$1.38M 0.2%
17,090
-575
58
$1.33M 0.19%
32,000
59
$1.29M 0.18%
24,204
-2,200
60
$1.28M 0.18%
12,348
-50
61
$1.25M 0.18%
4,645
62
$1.21M 0.17%
+19,085
63
$1.16M 0.17%
10,750
64
$1.13M 0.16%
22,755
-17,090
65
$1.05M 0.15%
11,300
-7,600
66
$957K 0.14%
9,121
-50
67
$940K 0.14%
8,500
68
$930K 0.13%
3,691
+175
69
$923K 0.13%
10,980
+65
70
$895K 0.13%
4,000
71
$836K 0.12%
1,752
+252
72
$636K 0.09%
5,900
73
$612K 0.09%
12,687
74
$609K 0.09%
2,000
75
$548K 0.08%
6,125
-11,200
1 2
3
4 5