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
$285M
AUM Growth
-$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$2.31M
3
+$1.59M
4
AEM icon
Agnico Eagle Mines
AEM
+$924K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$280K

Top Sells

1
+$48.2M
2
+$1.37M
3
+$452K
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$208K
5
THRM icon
Gentherm
THRM
+$206K

Sector Composition

1 Healthcare 21.93%
2 Technology 21.66%
3 Financials 12.55%
4 Communication Services 11.88%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.11%
9,150
77
$289K 0.1%
3,579
+300
78
$280K 0.1%
7,150
-400
79
$262K 0.09%
8,773
80
$260K 0.09%
11,125
81
$259K 0.09%
4,060
82
$259K 0.09%
3,900
83
$257K 0.09%
2,900
84
$256K 0.09%
2,550
-100
85
$249K 0.09%
10,175
-200
86
$227K 0.08%
2,530
87
$223K 0.08%
13,475
-1,300
88
$222K 0.08%
6,100
89
$215K 0.08%
1,413
-105
90
$214K 0.08%
+1,690
91
$209K 0.07%
1,801
92
$207K 0.07%
959
93
$206K 0.07%
+1,295
94
$203K 0.07%
+17,150
95
$203K 0.07%
+5,120
96
$202K 0.07%
263
97
$187K 0.07%
43,300
98
$156K 0.05%
17,900
99
$148K 0.05%
34,000
+1,000
100
$67K 0.02%
11,995
1 2 3
4
5