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
$299M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$900K
3
+$822K
4
WFC icon
Wells Fargo
WFC
+$675K
5
GILD icon
Gilead Sciences
GILD
+$481K

Top Sells

1
+$815K
2
+$390K
3
+$384K
4
VOD icon
Vodafone
VOD
+$362K
5
DORM icon
Dorman Products
DORM
+$270K

Sector Composition

1 Technology 33.5%
2 Healthcare 13.57%
3 Energy 13.37%
4 Financials 9.37%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.13%
1,977
+352
77
$386K 0.13%
9,435
78
$316K 0.11%
3,600
79
$309K 0.1%
3,760
80
$295K 0.1%
9,075
-1,630
81
$291K 0.1%
4,348
+120
82
$289K 0.1%
11,345
83
$285K 0.1%
3,000
84
$255K 0.09%
10,073
85
$252K 0.08%
2,725
-450
86
$234K 0.08%
2,198
87
$232K 0.08%
3,450
88
$229K 0.08%
4,220
89
$225K 0.08%
5,030
-675
90
$222K 0.07%
1,325
+25
91
$221K 0.07%
+11,700
92
$209K 0.07%
3,080
-450
93
$207K 0.07%
+9,000
94
$203K 0.07%
+3,495
95
$202K 0.07%
+3,675
96
$158K 0.05%
11,545
-1,475
97
$153K 0.05%
21,775
-3,200
98
$152K 0.05%
1,520
+305
99
$147K 0.05%
23,100
-800
100
$132K 0.04%
16,515
-3,255
1 2 3
4
5