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
$279M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.88M
3
+$751K
4
DIS icon
Walt Disney
DIS
+$695K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Top Sells

1
+$1.52M
2
+$889K
3
+$660K
4
GLD icon
SPDR Gold Trust
GLD
+$576K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$526K

Sector Composition

1 Technology 34.2%
2 Energy 12.91%
3 Healthcare 12.78%
4 Financials 9.62%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.11%
12,073
77
$310K 0.11%
10,625
-1,500
78
$309K 0.11%
1,665
+145
79
$307K 0.11%
7,460
-1,030
80
$303K 0.11%
3,760
+930
81
$293K 0.11%
4,388
-3,140
82
$280K 0.1%
11,505
83
$272K 0.1%
3,000
84
$262K 0.09%
4,680
-1,240
85
$253K 0.09%
3,450
-1,950
86
$230K 0.08%
+1,300
87
$216K 0.08%
3,820
-700
88
$210K 0.08%
+5,705
89
$207K 0.07%
3,275
90
$206K 0.07%
6,190
-495
91
$167K 0.06%
13,505
-1,775
92
$163K 0.06%
25,475
-3,175
93
$160K 0.06%
13,020
-2,900
94
$139K 0.05%
1,215
95
$137K 0.05%
3,431
-12,700
96
$88K 0.03%
19,770
-1,860
97
$83K 0.03%
11,135
-9,705
98
$75K 0.03%
11,475
-1,900
99
– –
-3,885
100
– –
-667
1 2 3
4
5