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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.8M
3
+$4.69M
4
PM icon
Philip Morris
PM
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
+$5.07M
2
+$4.42M
3
+$3.35M
4
CVS icon
CVS Health
CVS
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.25%
6,895
+1,825
52
$1.89M 0.25%
3,220
+67
53
$1.87M 0.24%
16,774
-350
54
$1.4M 0.18%
8,374
-63
55
$1.37M 0.18%
4,735
56
$1.33M 0.17%
2,265
+280
57
$1.14M 0.15%
19,430
-25,250
58
$1.14M 0.15%
12,625
-550
59
$1.09M 0.14%
41,237
-5,800
60
$1.06M 0.14%
9,838
-183
61
$1.04M 0.13%
5,700
62
$987K 0.13%
5,540
-6,850
63
$826K 0.11%
7,168
64
$815K 0.11%
15,000
-2,160
65
$771K 0.1%
36,114
-4,415
66
$740K 0.1%
28,100
+1,500
67
$690K 0.09%
1,349
-2,400
68
$611K 0.08%
92,500
69
$599K 0.08%
1,152
+139
70
$592K 0.08%
5,812
-166
71
$592K 0.08%
1,415
+148
72
$558K 0.07%
17,800
-750
73
$525K 0.07%
1,350
74
$508K 0.07%
5,585
-25
75
$475K 0.06%
2,900
1 2
3
4 5