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
$740M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.01M
3
+$1.75M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.47M

Top Sells

1
+$4.32M
2
+$3.52M
3
+$1.6M
4
FDX icon
FedEx
FDX
+$1.2M
5
ADP icon
Automatic Data Processing
ADP
+$1.17M

Sector Composition

1 Technology 28.06%
2 Communication Services 18.8%
3 Healthcare 14.19%
4 Consumer Staples 10.92%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.25%
22,500
52
$1.8M 0.24%
3,749
+674
53
$1.75M 0.24%
+3,460
54
$1.71M 0.23%
3,140
+125
55
$1.7M 0.23%
17,124
-2,165
56
$1.52M 0.21%
5,070
-4,000
57
$1.5M 0.2%
3,410
+95
58
$1.39M 0.19%
8,437
59
$1.37M 0.19%
6,052
60
$1.31M 0.18%
46,869
61
$1.28M 0.17%
4,800
62
$1.21M 0.16%
4,765
63
$1.04M 0.14%
1,910
+618
64
$1M 0.14%
10,021
65
$966K 0.13%
5,700
66
$945K 0.13%
6,850
67
$879K 0.12%
12,975
68
$768K 0.1%
+17,160
69
$764K 0.1%
109,400
70
$737K 0.1%
40,529
-20,219
71
$723K 0.1%
5,500
72
$707K 0.1%
26,600
+2,000
73
$698K 0.09%
8,865
74
$581K 0.08%
2,900
75
$560K 0.08%
1,013
-500
1 2
3
4 5