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
$366M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.02M
3
+$937K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$525K

Top Sells

1
+$804K
2
+$209K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$92.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.4K

Sector Composition

1 Technology 21.43%
2 Healthcare 20.61%
3 Financials 14.22%
4 Communication Services 12%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.11%
3,490
-63
77
$395K 0.11%
+2,650
78
$382K 0.1%
7,774
-200
79
$355K 0.1%
27,425
+6,800
80
$346K 0.09%
7,351
81
$345K 0.09%
7,320
82
$333K 0.09%
1,790
83
$309K 0.08%
9,100
-400
84
$295K 0.08%
+1,308
85
$290K 0.08%
2,325
86
$286K 0.08%
8,573
-200
87
$286K 0.08%
3,579
88
$277K 0.08%
6,300
89
$275K 0.08%
18,850
-1,700
90
$271K 0.07%
3,000
91
$258K 0.07%
1,087
92
$257K 0.07%
+7,105
93
$255K 0.07%
12,150
94
$251K 0.07%
5,615
-1,161
95
$246K 0.07%
1,757
96
$243K 0.07%
1,285
-10
97
$232K 0.06%
3,590
98
$229K 0.06%
1,421
-80
99
$227K 0.06%
+725
100
$225K 0.06%
2,350
1 2 3
4
5