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
$326M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.35M
3
+$2.41M
4
CVS icon
CVS Health
CVS
+$2.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.59M

Top Sells

1
+$1.16M
2
+$856K
3
+$538K
4
COP icon
ConocoPhillips
COP
+$500K
5
MRH
MONTPELIER RE HOLDINGS LTD
MRH
+$203K

Sector Composition

1 Technology 22.3%
2 Healthcare 20.4%
3 Financials 13.09%
4 Communication Services 11.63%
5 Consumer Staples 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.12%
10,900
-825
77
$345K 0.11%
4,925
+100
78
$324K 0.1%
10,175
79
$317K 0.1%
+7,050
80
$317K 0.1%
9,150
81
$316K 0.1%
+7,320
82
$296K 0.09%
8,773
83
$288K 0.09%
11,125
84
$285K 0.09%
3,579
85
$279K 0.09%
4,060
86
$272K 0.08%
+1,126
87
$260K 0.08%
1,790
+100
88
$255K 0.08%
4,020
+120
89
$254K 0.08%
2,550
90
$252K 0.08%
4,435
-2,000
91
$247K 0.08%
1,501
-300
92
$235K 0.07%
+3,000
93
$227K 0.07%
6,300
+200
94
$220K 0.07%
3,875
-3,275
95
$218K 0.07%
+20,550
96
$218K 0.07%
2,325
-575
97
$209K 0.06%
2,430
-100
98
$206K 0.06%
5,120
99
$200K 0.06%
1,295
100
$198K 0.06%
11,775
-1,700
1 2 3
4
5