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
$621M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$881K
3
+$577K
4
ORCL icon
Oracle
ORCL
+$402K
5
HQI icon
HireQuest
HQI
+$233K

Top Sells

1
+$2.77M
2
+$1.69M
3
+$965K
4
CVS icon
CVS Health
CVS
+$713K
5
DIS icon
Walt Disney
DIS
+$491K

Sector Composition

1 Technology 29.06%
2 Healthcare 17.29%
3 Communication Services 15.6%
4 Financials 10.08%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.26%
3,963
-80
52
$1.52M 0.25%
3,115
53
$1.42M 0.23%
3,208
-75
54
$1.37M 0.22%
4,595
55
$1.32M 0.21%
9,500
+100
56
$1.28M 0.21%
32,000
57
$1.27M 0.2%
8,378
-25
58
$1.26M 0.2%
34,251
59
$1.21M 0.19%
4,800
60
$1.09M 0.18%
10,650
61
$1.05M 0.17%
21,029
-50
62
$997K 0.16%
11,315
-500
63
$979K 0.16%
+2,650
64
$885K 0.14%
17,096
-100
65
$819K 0.13%
9,121
66
$702K 0.11%
12,445
67
$702K 0.11%
7,980
-630
68
$648K 0.1%
12,363
69
$628K 0.1%
11,080
70
$622K 0.1%
3,041
-100
71
$599K 0.1%
7,153
72
$587K 0.09%
9,300
-2,000
73
$577K 0.09%
+10,000
74
$558K 0.09%
1,252
75
$514K 0.08%
24,600
1 2
3
4 5