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
$711M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$600K
3
+$228K
4
BA icon
Boeing
BA
+$208K
5
SCHW icon
Charles Schwab
SCHW
+$201K

Top Sells

1
+$8.19M
2
+$5.59M
3
+$5.29M
4
V icon
Visa
V
+$4.76M
5
AAPL icon
Apple
AAPL
+$4.41M

Sector Composition

1 Technology 29.87%
2 Communication Services 17.9%
3 Financials 13.64%
4 Consumer Staples 11.14%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.24%
4,338
-974
52
$1.38M 0.19%
4,735
53
$1.34M 0.19%
2,152
-226
54
$1.27M 0.18%
5,591
-1,400
55
$1.23M 0.17%
12,625
56
$1.14M 0.16%
6,250
57
$1.1M 0.15%
18,800
-530
58
$1.04M 0.15%
8,838
-1,000
59
$1.01M 0.14%
5,500
-40
60
$989K 0.14%
29,250
-1,900
61
$922K 0.13%
28,100
62
$879K 0.12%
7,168
63
$828K 0.12%
15,000
64
$752K 0.11%
31,037
-10,200
65
$699K 0.1%
+1,800
66
$664K 0.09%
1,415
67
$633K 0.09%
30,252
-5,862
68
$538K 0.08%
3,536
+340
69
$532K 0.07%
4,397
70
$508K 0.07%
5,585
71
$486K 0.07%
4,812
-950
72
$474K 0.07%
15,300
-2,500
73
$462K 0.07%
2,600
+100
74
$458K 0.06%
1,250
-100
75
$447K 0.06%
1,353
-100
1 2
3
4 5