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
$331M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$209K
3
+$178K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$125K
5
PX
Praxair Inc
PX
+$125K

Top Sells

1
+$2.85M
2
+$255K
3
+$240K
4
MDT icon
Medtronic
MDT
+$232K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$210K

Sector Composition

1 Technology 22.04%
2 Healthcare 20.68%
3 Financials 13.24%
4 Communication Services 11.72%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.1%
4,925
77
$344K 0.1%
9,600
-1,300
78
$333K 0.1%
7,351
+301
79
$333K 0.1%
4,060
80
$298K 0.09%
7,320
81
$292K 0.09%
8,773
82
$285K 0.09%
3,579
83
$279K 0.08%
6,300
84
$273K 0.08%
1,790
85
$259K 0.08%
1,126
86
$251K 0.08%
7,050
-2,100
87
$239K 0.07%
8,200
-1,975
88
$237K 0.07%
3,875
89
$237K 0.07%
3,000
90
$236K 0.07%
2,550
91
$235K 0.07%
20,550
92
$232K 0.07%
1,501
93
$224K 0.07%
15,325
+3,550
94
$224K 0.07%
4,360
-75
95
$223K 0.07%
11,125
96
$223K 0.07%
5,120
97
$217K 0.07%
+3,490
98
$216K 0.07%
2,325
99
$210K 0.06%
2,430
100
$209K 0.06%
+8,650
1 2 3
4
5