VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.59M
3
+$2.53M
4
AMD icon
Advanced Micro Devices
AMD
+$2.11M
5
COST icon
Costco
COST
+$2.05M

Top Sells

1
+$1.98M
2
+$974K
3
+$527K
4
NKE icon
Nike
NKE
+$352K
5
THC icon
Tenet Healthcare
THC
+$335K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.21%
15,429
-70
52
$1.66M 0.2%
17,000
-10,500
53
$1.58M 0.19%
37,400
+9,300
54
$1.54M 0.18%
22,465
+19,215
55
$1.53M 0.18%
2,290
+138
56
$1.44M 0.17%
45,950
-2,180
57
$1.44M 0.17%
4,743
+8
58
$1.36M 0.16%
+2,262
59
$1.3M 0.15%
12,625
60
$1.19M 0.14%
6,250
61
$1.17M 0.14%
17,800
-1,000
62
$1.12M 0.13%
7,888
+720
63
$1.09M 0.13%
8,838
64
$1.08M 0.13%
5,540
+40
65
$1.07M 0.13%
4,558
-1,033
66
$933K 0.11%
27,150
-2,100
67
$859K 0.1%
1,800
68
$791K 0.09%
31,037
69
$727K 0.09%
15,000
70
$672K 0.08%
1,415
71
$584K 0.07%
5,480
+668
72
$580K 0.07%
+2,850
73
$557K 0.07%
4,347
-50
74
$550K 0.07%
33,890
+3,638
75
$549K 0.07%
3,536
1 2
3
4 5