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
$677M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$584K
3
+$393K
4
DIOD icon
Diodes
DIOD
+$348K
5
MSFT icon
Microsoft
MSFT
+$328K

Top Sells

1
+$2.31M
2
+$1.89M
3
+$1.82M
4
COST icon
Costco
COST
+$1.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M

Sector Composition

1 Technology 26.5%
2 Healthcare 18.14%
3 Communication Services 16.49%
4 Financials 9.65%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.23%
3,383
-295
52
$1.51M 0.22%
3,639
-222
53
$1.5M 0.22%
5,600
54
$1.48M 0.22%
4,150
55
$1.44M 0.21%
3,155
-545
56
$1.37M 0.2%
12,348
57
$1.28M 0.19%
8,403
-168
58
$1.18M 0.17%
+9,200
59
$1.14M 0.17%
17,660
+570
60
$1.14M 0.17%
4,595
-50
61
$1.12M 0.17%
10,650
-100
62
$1.02M 0.15%
9,121
63
$996K 0.15%
4,000
64
$954K 0.14%
3,491
-200
65
$894K 0.13%
10,605
-375
66
$888K 0.13%
3,995
-190
67
$880K 0.13%
11,300
68
$857K 0.13%
18,580
-4,175
69
$809K 0.12%
5,900
70
$795K 0.12%
1,752
71
$715K 0.11%
12,827
-6,258
72
$630K 0.09%
12,687
73
$611K 0.09%
108,000
74
$563K 0.08%
24,600
75
$561K 0.08%
3,000
1 2
3
4 5