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
$393M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.42M
3
+$814K
4
ORCL icon
Oracle
ORCL
+$561K
5
DIS icon
Walt Disney
DIS
+$473K

Top Sells

1
+$2.35M
2
+$428K
3
+$332K
4
LBTYA icon
Liberty Global Class A
LBTYA
+$309K
5
SNC
State National Companies, Inc.
SNC
+$255K

Sector Composition

1 Technology 21.19%
2 Healthcare 19.18%
3 Financials 14.26%
4 Communication Services 12.48%
5 Consumer Staples 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.14%
29,443
-2,767
77
$513K 0.13%
2,925
+275
78
$431K 0.11%
5,454
+1,875
79
$413K 0.11%
5,025
80
$387K 0.1%
7,320
81
$387K 0.1%
1,790
82
$366K 0.09%
2,325
83
$361K 0.09%
6,300
84
$360K 0.09%
8,551
+1,200
85
$348K 0.09%
27,275
-150
86
$343K 0.09%
6,200
+2,875
87
$310K 0.08%
8,573
88
$298K 0.08%
6,204
-1,570
89
$298K 0.08%
3,000
90
$291K 0.07%
+5,275
91
$290K 0.07%
17,150
-1,700
92
$272K 0.07%
1,757
93
$267K 0.07%
4,140
94
$264K 0.07%
1,037
-50
95
$260K 0.07%
3,114
-376
96
$258K 0.07%
42,500
+14,800
97
$257K 0.07%
3,590
98
$251K 0.06%
7,205
+100
99
$244K 0.06%
+10,450
100
$244K 0.06%
1,285
1 2 3
4
5