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
$616M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$754K
3
+$406K
4
ORCL icon
Oracle
ORCL
+$314K
5
ACN icon
Accenture
ACN
+$290K

Top Sells

1
+$2.41M
2
+$1.96M
3
+$1.3M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$1.23M
5
CVS icon
CVS Health
CVS
+$1.22M

Sector Composition

1 Technology 28.46%
2 Healthcare 16.79%
3 Communication Services 16.63%
4 Consumer Staples 10.74%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.22%
4,595
52
$1.36M 0.22%
4,800
53
$1.34M 0.22%
3,150
54
$1.23M 0.2%
8,378
55
$1.21M 0.2%
56,360
-1,848
56
$1.17M 0.19%
21,354
+425
57
$1.08M 0.18%
33,610
-19,600
58
$1.05M 0.17%
2,555
-95
59
$925K 0.15%
32,119
-2,132
60
$885K 0.14%
9,121
61
$809K 0.13%
9,830
-4,357
62
$756K 0.12%
108,000
63
$754K 0.12%
+14,980
64
$737K 0.12%
3,000
65
$730K 0.12%
8,865
-500
66
$725K 0.12%
8,500
67
$623K 0.1%
11,850
-300
68
$598K 0.1%
11,900
-10,900
69
$584K 0.09%
1,222
-530
70
$536K 0.09%
24,600
71
$520K 0.08%
11,055
-6,041
72
$451K 0.07%
17,125
-400
73
$450K 0.07%
2,900
74
$448K 0.07%
4,905
-2,248
75
$447K 0.07%
5,610
1 2
3
4