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
$343M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.34M
3
+$577K
4
SLB icon
SLB Ltd
SLB
+$528K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$516K

Top Sells

1
+$2.89M
2
+$770K
3
+$380K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Healthcare 21.22%
2 Technology 21.02%
3 Financials 13.8%
4 Communication Services 11.98%
5 Consumer Staples 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.11%
4,925
77
$382K 0.11%
7,974
78
$343K 0.1%
7,351
79
$310K 0.09%
7,320
80
$309K 0.09%
1,790
81
$305K 0.09%
9,500
-100
82
$290K 0.08%
20,550
83
$286K 0.08%
3,579
84
$284K 0.08%
8,773
85
$271K 0.08%
6,776
-72,203
86
$266K 0.08%
20,625
+5,300
87
$253K 0.07%
3,000
88
$250K 0.07%
2,325
89
$243K 0.07%
1,501
90
$241K 0.07%
1,087
-39
91
$233K 0.07%
1,757
92
$226K 0.07%
+1,295
93
$225K 0.07%
3,590
+100
94
$224K 0.07%
6,300
95
$223K 0.07%
12,150
+700
96
$218K 0.06%
2,350
-200
97
$213K 0.06%
5,120
98
$209K 0.06%
4,360
99
$202K 0.06%
+1,100
100
$199K 0.06%
11,125
1 2 3
4
5