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
$247M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$12.6M
3
+$9.97M
4
V icon
Visa
V
+$9.2M
5
MSFT icon
Microsoft
MSFT
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.47%
2 Healthcare 13.24%
3 Energy 13.02%
4 Consumer Staples 9%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.14%
+9,835
77
$341K 0.14%
+8,790
78
$320K 0.13%
+7,138
79
$316K 0.13%
+4,600
80
$305K 0.12%
+11,465
81
$304K 0.12%
+4,780
82
$290K 0.12%
+8,837
83
$277K 0.11%
+6,070
84
$271K 0.11%
+10,950
85
$263K 0.11%
+4,409
86
$245K 0.1%
+1,520
87
$244K 0.1%
+4,150
88
$243K 0.1%
+5,288
89
$242K 0.1%
+2,830
90
$226K 0.09%
+3,275
91
$224K 0.09%
+3,000
92
$208K 0.08%
+9,449
93
$208K 0.08%
+4,575
94
$192K 0.08%
+20,840
95
$167K 0.07%
+15,280
96
$153K 0.06%
+28,650
97
$151K 0.06%
+16,860
98
$130K 0.05%
+11,170
99
$97K 0.04%
+21,630
100
$66K 0.03%
+22,105
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4
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