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
$352M
AUM Growth
-$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$266K
3
+$200K
4
SD icon
SandRidge Energy
SD
+$108K
5
WAT icon
Waters Corp
WAT
+$56.6K

Top Sells

1
+$14.4M
2
+$7.34M
3
+$2.94M
4
GILD icon
Gilead Sciences
GILD
+$2.24M
5
SLB icon
SLB Ltd
SLB
+$1.65M

Sector Composition

1 Technology 20.87%
2 Healthcare 20.44%
3 Communication Services 13.85%
4 Financials 11.97%
5 Consumer Staples 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.13%
45,000
77
$438K 0.12%
1,905
+220
78
$429K 0.12%
5,454
79
$417K 0.12%
10,501
+1,400
80
$372K 0.11%
4,345
81
$371K 0.11%
4,000
82
$331K 0.09%
3,550
-230
83
$330K 0.09%
13,400
-200
84
$314K 0.09%
8,573
85
$292K 0.08%
2,300
86
$286K 0.08%
3,000
87
$285K 0.08%
1,275
+20
88
$285K 0.08%
2,920
-155
89
$279K 0.08%
14,300
90
$273K 0.08%
5,450
-150
91
$266K 0.08%
+1,707
92
$264K 0.07%
1,400
+300
93
$254K 0.07%
5,779
94
$233K 0.07%
1,015
-78
95
$227K 0.06%
14,777
-2,650
96
$220K 0.06%
2,250
-150
97
$219K 0.06%
7,500
98
$218K 0.06%
725
99
$211K 0.06%
6,732
-60
100
$203K 0.06%
1,421
1 2 3
4
5