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
$571M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.21M
3
+$1.83M
4
PRGO icon
Perrigo
PRGO
+$640K
5
AMLP icon
Alerian MLP ETF
AMLP
+$450K

Top Sells

1
+$6.02M
2
+$3.62M
3
+$2.53M
4
BHP icon
BHP
BHP
+$1.59M
5
AMGN icon
Amgen
AMGN
+$730K

Sector Composition

1 Technology 25.29%
2 Healthcare 20.44%
3 Communication Services 16.9%
4 Consumer Staples 10.01%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.22%
3,383
52
$1.26M 0.22%
3,623
-16
53
$1.24M 0.22%
9,200
54
$1.21M 0.21%
8,403
55
$1.19M 0.21%
26,004
-200
56
$1.16M 0.2%
3,155
57
$1.13M 0.2%
4,595
58
$1.11M 0.2%
5,600
59
$1.09M 0.19%
12,198
-150
60
$978K 0.17%
9,121
61
$936K 0.16%
32,000
62
$926K 0.16%
16,870
-790
63
$849K 0.15%
10,650
64
$840K 0.15%
4,000
65
$774K 0.14%
18,580
66
$745K 0.13%
3,491
67
$715K 0.13%
5,900
68
$670K 0.12%
10,605
69
$666K 0.12%
4,130
+135
70
$640K 0.11%
+15,775
71
$625K 0.11%
11,300
72
$514K 0.09%
12,687
73
$493K 0.09%
11,561
-1,266
74
$475K 0.08%
1,252
-500
75
$463K 0.08%
5,776
-132
1 2
3
4 5