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
$307M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.13M
3
+$1.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$779K
5
F icon
Ford
F
+$683K

Top Sells

1
+$1.71M
2
+$1.04M
3
+$425K
4
NVS icon
Novartis
NVS
+$320K
5
GSK icon
GSK
GSK
+$291K

Sector Composition

1 Technology 35.02%
2 Healthcare 14.55%
3 Energy 12.13%
4 Financials 9.48%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.12%
8,400
77
$336K 0.11%
3,758
-2,004
78
$334K 0.11%
3,585
-175
79
$316K 0.1%
3,600
80
$297K 0.1%
+3,292
81
$263K 0.09%
3,000
82
$251K 0.08%
8,850
-225
83
$243K 0.08%
+3,920
84
$239K 0.08%
1,300
-25
85
$236K 0.08%
3,200
-250
86
$225K 0.07%
8,473
-1,600
87
$219K 0.07%
10,600
-1,100
88
$218K 0.07%
2,198
89
$210K 0.07%
9,095
-2,250
90
$208K 0.07%
4,220
91
$203K 0.07%
+5,050
92
$202K 0.07%
2,730
-350
93
$164K 0.05%
1,980
+460
94
$134K 0.04%
10,750
-795
95
$123K 0.04%
24,400
+1,300
96
$122K 0.04%
+14,835
97
$77K 0.03%
15,825
-690
98
– –
-21,775
99
– –
-2,725
100
– –
-3,675
1 2 3
4
5