VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$273K
3
+$252K
4
GLD icon
SPDR Gold Trust
GLD
+$214K
5
MSFT icon
Microsoft
MSFT
+$205K

Top Sells

1
+$3.83M
2
+$947K
3
+$623K
4
NKE icon
Nike
NKE
+$597K
5
COP icon
ConocoPhillips
COP
+$386K

Sector Composition

1 Technology 25.83%
2 Communication Services 16.56%
3 Financials 14.21%
4 Healthcare 12.55%
5 Consumer Staples 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.23%
6,991
+96
52
$1.64M 0.22%
16,599
-175
53
$1.48M 0.2%
4,735
54
$1.43M 0.19%
8,364
-10
55
$1.34M 0.18%
2,378
+113
56
$1.3M 0.18%
31,150
-23,100
57
$1.2M 0.16%
9,838
58
$1.16M 0.16%
19,330
-100
59
$1.11M 0.15%
12,625
60
$1.08M 0.15%
+6,250
61
$1.04M 0.14%
41,237
62
$973K 0.13%
5,700
63
$947K 0.13%
5,540
64
$871K 0.12%
28,100
65
$866K 0.12%
36,114
66
$707K 0.1%
15,000
67
$659K 0.09%
1,415
68
$656K 0.09%
1,399
+50
69
$653K 0.09%
7,168
70
$608K 0.08%
17,800
71
$573K 0.08%
1,152
72
$562K 0.08%
5,762
-50
73
$523K 0.07%
5,585
74
$495K 0.07%
1,350
75
$490K 0.07%
4,397
1 2
3
4 5