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
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$803K
3
+$782K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$692K
5
V icon
Visa
V
+$621K

Top Sells

1
+$2M
2
+$1.31M
3
+$1.04M
4
RIO icon
Rio Tinto
RIO
+$464K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.27%
5,000
52
$2.01M 0.26%
22,500
53
$1.83M 0.24%
3,749
54
$1.81M 0.24%
3,153
+13
55
$1.75M 0.23%
3,535
+125
56
$1.65M 0.21%
17,124
57
$1.49M 0.19%
6,052
58
$1.46M 0.19%
8,437
59
$1.44M 0.19%
4,735
-30
60
$1.39M 0.18%
5,070
61
$1.36M 0.18%
47,037
+168
62
$1.16M 0.15%
10,021
63
$1.15M 0.15%
1,985
+75
64
$1.06M 0.14%
13,175
+200
65
$974K 0.13%
5,700
66
$937K 0.12%
40,529
67
$918K 0.12%
17,160
68
$850K 0.11%
7,168
+318
69
$798K 0.1%
8,865
70
$756K 0.1%
26,600
71
$669K 0.09%
5,978
+200
72
$627K 0.08%
1,013
73
$604K 0.08%
92,500
-16,900
74
$604K 0.08%
1,267
75
$582K 0.08%
5,610
1 2
3
4 5