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
$374M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$598K
3
+$506K
4
SLB icon
SLB Ltd
SLB
+$385K
5
LRCX icon
Lam Research
LRCX
+$244K

Top Sells

1
+$1.34M
2
+$1.12M
3
+$963K
4
MDT icon
Medtronic
MDT
+$879K
5
MSFT icon
Microsoft
MSFT
+$743K

Sector Composition

1 Technology 21.41%
2 Healthcare 18.59%
3 Financials 14.71%
4 Communication Services 12.53%
5 Consumer Staples 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.14%
7,801
77
$506K 0.14%
+4,000
78
$505K 0.14%
17,037
79
$478K 0.13%
19,531
-1,220
80
$428K 0.11%
5,454
81
$414K 0.11%
4,825
-200
82
$374K 0.1%
27,075
-200
83
$362K 0.1%
5,200
-1,100
84
$344K 0.09%
6,550
+350
85
$343K 0.09%
2,325
86
$305K 0.08%
7,701
-850
87
$304K 0.08%
1,205
-585
88
$295K 0.08%
8,573
89
$280K 0.07%
3,000
90
$277K 0.07%
6,204
91
$271K 0.07%
18,027
-11,416
92
$265K 0.07%
1,285
93
$262K 0.07%
1,421
94
$261K 0.07%
1,037
95
$246K 0.07%
1,707
-50
96
$244K 0.07%
+12,000
97
$241K 0.06%
+2,540
98
$236K 0.06%
+3,936
99
$224K 0.06%
3,840
-300
100
$219K 0.06%
1,100
1 2 3
4
5