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
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.83M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$2.69M
2
+$762K
3
+$721K
4
DIS icon
Walt Disney
DIS
+$377K
5
ADP icon
Automatic Data Processing
ADP
+$317K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.23%
9,200
52
$1.22M 0.23%
13,205
-2,034
53
$1.19M 0.22%
3,615
-8
54
$1.18M 0.22%
4,150
55
$1.17M 0.22%
3,283
-100
56
$1.13M 0.21%
5,600
57
$1.06M 0.2%
8,403
58
$1.06M 0.2%
4,595
59
$1.02M 0.19%
24,204
-1,800
60
$985K 0.19%
12,198
61
$875K 0.16%
32,000
62
$857K 0.16%
3,115
-40
63
$848K 0.16%
9,121
64
$846K 0.16%
4,800
+800
65
$787K 0.15%
16,595
-275
66
$711K 0.13%
5,900
67
$680K 0.13%
3,491
68
$665K 0.13%
9,255
-1,350
69
$659K 0.12%
10,650
70
$566K 0.11%
11,300
71
$549K 0.1%
12,687
72
$466K 0.09%
16,950
73
$464K 0.09%
12,705
-5,875
74
$449K 0.08%
8,610
75
$449K 0.08%
1,252
1 2
3
4 5