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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.14M
3
+$3.28M
4
AAPL icon
Apple
AAPL
+$2.38M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$380K
2
+$353K
3
+$322K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.23%
34,000
+2,000
52
$1.6M 0.23%
3,315
+165
53
$1.58M 0.23%
3,015
-93
54
$1.49M 0.21%
6,052
+3,052
55
$1.48M 0.21%
4,800
56
$1.37M 0.2%
8,437
+59
57
$1.36M 0.2%
3,075
+520
58
$1.34M 0.19%
4,765
+170
59
$1.3M 0.19%
60,748
+4,388
60
$1.3M 0.19%
46,869
+14,750
61
$1.29M 0.18%
21,654
+300
62
$1.04M 0.15%
32,385
-1,225
63
$969K 0.14%
10,021
+900
64
$912K 0.13%
10,289
+459
65
$879K 0.13%
1,513
+1,013
66
$850K 0.12%
109,400
+1,400
67
$810K 0.12%
5,700
+2,850
68
$782K 0.11%
6,850
+1,600
69
$781K 0.11%
12,975
+1,125
70
$773K 0.11%
8,865
71
$679K 0.1%
1,292
+70
72
$648K 0.09%
5,500
-3,000
73
$605K 0.09%
13,700
+1,800
74
$604K 0.09%
11,950
-3,030
75
$588K 0.08%
+1,267
1 2
3
4 5