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
$317M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$342K
3
+$318K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$259K
5
NSP icon
Insperity
NSP
+$236K

Top Sells

1
+$680K
2
+$435K
3
+$178K
4
JNJ icon
Johnson & Johnson
JNJ
+$139K
5
LBTYA icon
Liberty Global Class A
LBTYA
+$93.4K

Sector Composition

1 Technology 30.18%
2 Healthcare 20.26%
3 Financials 11%
4 Communication Services 10.08%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.09%
14,775
+1,125
77
$273K 0.09%
7,640
78
$272K 0.09%
10,375
+175
79
$268K 0.08%
2,650
80
$266K 0.08%
3,279
81
$236K 0.07%
+6,100
82
$232K 0.07%
4,060
83
$226K 0.07%
2,530
84
$225K 0.07%
43,300
85
$222K 0.07%
11,125
86
$220K 0.07%
1,518
-374
87
$220K 0.07%
2,900
88
$218K 0.07%
+3,900
89
$213K 0.07%
+1,801
90
$209K 0.07%
263
91
$208K 0.07%
4,650
92
$206K 0.07%
6,000
-635
93
$205K 0.06%
+2,635
94
$201K 0.06%
959
-100
95
$150K 0.05%
17,900
96
$145K 0.05%
33,000
+17,800
97
$67K 0.02%
11,995
1 2 3
4