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
$587M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$285K
3
+$174K
4
SCHW icon
Charles Schwab
SCHW
+$99.5K
5
TMUS icon
T-Mobile US
TMUS
+$29K

Top Sells

1
+$724K
2
+$519K
3
+$494K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Technology 27.18%
2 Healthcare 19.06%
3 Communication Services 14.86%
4 Consumer Staples 10.08%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.26%
4,150
52
$1.4M 0.24%
34,251
53
$1.36M 0.23%
9,400
+200
54
$1.34M 0.23%
3,283
55
$1.31M 0.22%
32,000
56
$1.28M 0.22%
4,595
57
$1.25M 0.21%
8,403
58
$1.2M 0.2%
3,115
59
$1.16M 0.2%
10,650
60
$1.07M 0.18%
21,079
-125
61
$1.01M 0.17%
4,800
62
$961K 0.16%
17,196
63
$953K 0.16%
11,815
64
$880K 0.15%
9,121
65
$682K 0.12%
11,300
66
$667K 0.11%
12,445
67
$645K 0.11%
8,610
68
$632K 0.11%
3,141
69
$629K 0.11%
7,153
70
$608K 0.1%
12,363
-324
71
$580K 0.1%
11,080
+1,900
72
$544K 0.09%
24,600
73
$515K 0.09%
1,252
74
$454K 0.08%
17,525
75
$422K 0.07%
5,610
1 2
3
4 5