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
$308M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.13M
3
+$738K
4
MDT icon
Medtronic
MDT
+$687K
5
HON icon
Honeywell
HON
+$405K

Top Sells

1
+$3.52M
2
+$425K
3
+$377K
4
MRK icon
Merck
MRK
+$328K
5
PM icon
Philip Morris
PM
+$308K

Sector Composition

1 Technology 33.22%
2 Healthcare 17.33%
3 Financials 10.94%
4 Energy 10.37%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.12%
10,600
77
$358K 0.12%
8,077
-1,000
78
$347K 0.11%
+5,275
79
$298K 0.1%
3,200
80
$277K 0.09%
8,612
81
$266K 0.09%
2,298
82
$241K 0.08%
8,350
83
$240K 0.08%
2,546
+200
84
$235K 0.08%
3,200
85
$234K 0.08%
3,000
86
$230K 0.07%
1,225
87
$208K 0.07%
4,190
88
$204K 0.07%
+2,780
89
$203K 0.07%
+9,050
90
$177K 0.06%
49,397
+133
91
$160K 0.05%
13,000
+1,000
92
$147K 0.05%
10,750
93
$110K 0.04%
12,390
94
$77K 0.03%
1,980
95
$49K 0.02%
14,600
+500
96
$37K 0.01%
10,650
97
– –
-3,685
98
– –
-2,218
99
– –
-9,435
1 2 3
4