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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.28M
3
+$1.22M
4
KMI icon
Kinder Morgan
KMI
+$1.06M
5
HON icon
Honeywell
HON
+$962K

Top Sells

1
+$1.18M
2
+$950K
3
+$815K
4
IBM icon
IBM
IBM
+$543K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$539K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.13%
4,910
-90
77
$383K 0.12%
8,400
78
$377K 0.12%
3,685
-7,970
79
$341K 0.11%
3,200
-400
80
$288K 0.09%
8,612
+139
81
$279K 0.09%
3,000
82
$275K 0.09%
10,600
83
$252K 0.08%
8,350
-500
84
$251K 0.08%
3,200
85
$237K 0.08%
1,225
-75
86
$232K 0.07%
2,298
+100
87
$217K 0.07%
2,346
-1,412
88
$202K 0.06%
+4,190
89
$198K 0.06%
49,264
-33,916
90
$137K 0.04%
+12,000
91
$122K 0.04%
+2,218
92
$114K 0.04%
10,750
93
$108K 0.03%
12,390
-2,445
94
$92K 0.03%
1,980
95
$61K 0.02%
14,100
-10,300
96
$41K 0.01%
10,650
-5,175
97
– –
-5,050
98
– –
-3,585
99
– –
-2,730
100
– –
-4,220
1 2 3
4
5