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
$397M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$593K
4
FDX icon
FedEx
FDX
+$346K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$249K
2
+$236K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$182K
5
MRK icon
Merck
MRK
+$118K

Sector Composition

1 Technology 22.06%
2 Healthcare 17.81%
3 Financials 14.51%
4 Communication Services 12.68%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.15%
6,220
+1,020
77
$575K 0.14%
8,493
-100
78
$540K 0.14%
19,531
79
$526K 0.13%
4,000
80
$511K 0.13%
5,505
+680
81
$486K 0.12%
17,037
82
$456K 0.11%
7,600
-201
83
$451K 0.11%
1,537
+332
84
$427K 0.11%
5,454
85
$396K 0.1%
7,300
+750
86
$371K 0.09%
27,075
87
$354K 0.09%
8,701
+1,000
88
$320K 0.08%
+3,075
89
$319K 0.08%
18,027
90
$315K 0.08%
2,325
91
$307K 0.08%
15,990
+2,440
92
$302K 0.08%
4,520
+680
93
$294K 0.07%
8,573
94
$294K 0.07%
3,000
95
$287K 0.07%
6,204
96
$270K 0.07%
1,707
97
$266K 0.07%
+16,060
98
$260K 0.07%
1,255
-30
99
$252K 0.06%
+5,285
100
$242K 0.06%
1,421
1 2 3
4
5