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
$287M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$721K
3
+$647K
4
DHR icon
Danaher
DHR
+$288K
5
ARII
American Railcar Industries, Inc.
ARII
+$247K

Top Sells

1
+$1.9M
2
+$603K
3
+$307K
4
IBM icon
IBM
IBM
+$238K
5
TGT icon
Target
TGT
+$207K

Sector Composition

1 Technology 34.98%
2 Healthcare 13.37%
3 Energy 12.47%
4 Financials 9.43%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.11%
10,705
-800
77
$282K 0.1%
4,228
-160
78
$278K 0.1%
3,760
79
$270K 0.09%
4,580
-100
80
$270K 0.09%
3,000
81
$266K 0.09%
11,345
-4,650
82
$256K 0.09%
10,073
-2,000
83
$247K 0.09%
+3,530
84
$240K 0.08%
3,450
85
$236K 0.08%
4,220
+400
86
$217K 0.08%
+3,135
87
$214K 0.07%
+2,198
88
$213K 0.07%
1,300
89
$209K 0.07%
10,625
90
$206K 0.07%
+3,175
91
$204K 0.07%
5,705
92
$170K 0.06%
24,975
-500
93
$167K 0.06%
13,105
-400
94
$157K 0.05%
13,020
95
$151K 0.05%
3,431
96
$143K 0.05%
19,770
97
$132K 0.05%
1,215
98
$117K 0.04%
+23,900
99
$92K 0.03%
11,135
100
$53K 0.02%
11,475
1 2 3
4
5