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
$311M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$815K
4
GLD icon
SPDR Gold Trust
GLD
+$667K
5
RGLD icon
Royal Gold
RGLD
+$247K

Top Sells

1
+$714K
2
+$540K
3
+$257K
4
XOM icon
Exxon Mobil
XOM
+$256K
5
PM icon
Philip Morris
PM
+$248K

Sector Composition

1 Technology 31.47%
2 Healthcare 19.56%
3 Financials 10.98%
4 Communication Services 10.72%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.09%
10,200
+2,000
77
$274K 0.09%
1,892
-502
78
$264K 0.08%
3,279
+280
79
$263K 0.08%
2,650
-100
80
$247K 0.08%
+4,825
81
$229K 0.07%
+4,650
82
$227K 0.07%
7,640
+980
83
$222K 0.07%
13,650
+2,725
84
$222K 0.07%
2,900
-500
85
$221K 0.07%
+4,060
86
$220K 0.07%
2,530
87
$218K 0.07%
1,059
88
$210K 0.07%
263
-15
89
$188K 0.06%
11,125
+1,875
90
$146K 0.05%
17,900
+5,710
91
$132K 0.04%
43,300
+3,000
92
$93K 0.03%
11,995
+1,995
93
$57K 0.02%
15,200
94
– –
-8,050
95
– –
-1,677
96
– –
-3,000
1 2 3
4