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
$563M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$230K
3
+$221K
4
DELL icon
Dell
DELL
+$211K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$205K

Top Sells

1
+$821K
2
+$801K
3
+$607K
4
INTC icon
Intel
INTC
+$517K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$466K

Sector Composition

1 Technology 24.26%
2 Healthcare 22.1%
3 Communication Services 13.56%
4 Financials 10.12%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.25%
4,043
+428
52
$1.37M 0.24%
5,600
53
$1.29M 0.23%
9,200
54
$1.27M 0.23%
8,403
55
$1.26M 0.22%
3,283
56
$1.22M 0.22%
32,000
57
$1.21M 0.22%
10,650
58
$1.21M 0.22%
4,595
59
$1.1M 0.2%
21,204
-3,000
60
$1.05M 0.19%
17,196
-4,566
61
$1.05M 0.19%
3,115
62
$939K 0.17%
9,121
63
$918K 0.16%
11,815
-383
64
$882K 0.16%
4,800
65
$764K 0.14%
9,180
-75
66
$717K 0.13%
7,153
-6,052
67
$699K 0.12%
12,445
-4,150
68
$650K 0.12%
3,141
-350
69
$600K 0.11%
12,687
70
$573K 0.1%
8,610
71
$565K 0.1%
11,300
72
$542K 0.1%
24,600
73
$481K 0.09%
1,252
74
$478K 0.08%
108,000
75
$442K 0.08%
5,610
1 2
3
4 5