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
$438M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.99M
3
+$1.52M
4
LRCX icon
Lam Research
LRCX
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$701K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.5M
4
V icon
Visa
V
+$760K
5
MSFT icon
Microsoft
MSFT
+$724K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Financials 14.35%
4 Communication Services 12.59%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$619K 0.14%
8,024
-469
77
$554K 0.13%
7,600
78
$541K 0.12%
4,000
79
$533K 0.12%
17,037
80
$450K 0.1%
1,685
+735
81
$446K 0.1%
3,780
-2,440
82
$426K 0.1%
5,454
83
$391K 0.09%
13,600
-5,931
84
$377K 0.09%
9,101
+400
85
$351K 0.08%
2,300
-25
86
$347K 0.08%
3,075
87
$335K 0.08%
4,345
-1,160
88
$332K 0.08%
5,600
-1,700
89
$319K 0.07%
3,000
90
$309K 0.07%
1,093
-444
91
$309K 0.07%
17,427
-600
92
$306K 0.07%
1,255
93
$305K 0.07%
8,573
94
$298K 0.07%
110,000
+84,000
95
$280K 0.06%
14,300
-1,760
96
$274K 0.06%
1,707
97
$266K 0.06%
+2,400
98
$260K 0.06%
25,525
-1,550
99
$256K 0.06%
725
100
$255K 0.06%
6,792
1 2 3
4
5