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
$394M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$774K
3
+$635K
4
CPAY icon
Corpay
CPAY
+$493K
5
UNH icon
UnitedHealth
UNH
+$445K

Top Sells

1
+$1.32M
2
+$609K
3
+$547K
4
EPD icon
Enterprise Products Partners
EPD
+$330K
5
MOS icon
The Mosaic Company
MOS
+$219K

Sector Composition

1 Technology 22.04%
2 Healthcare 18.7%
3 Communication Services 13.71%
4 Financials 11.78%
5 Consumer Staples 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.13%
10,101
-400
77
$481K 0.12%
7,600
78
$445K 0.11%
+1,800
79
$434K 0.11%
5,454
80
$406K 0.1%
4,000
81
$395K 0.1%
4,345
82
$378K 0.1%
14,300
83
$352K 0.09%
1,400
84
$350K 0.09%
8,573
85
$349K 0.09%
1,275
86
$337K 0.09%
3,331
+411
87
$331K 0.08%
2,675
-875
88
$328K 0.08%
3,000
89
$312K 0.08%
2,300
90
$307K 0.08%
5,450
91
$302K 0.08%
+5,000
92
$300K 0.08%
1,707
93
$299K 0.08%
5,779
94
$290K 0.07%
14,477
-300
95
$273K 0.07%
6,732
96
$271K 0.07%
33,800
+19,600
97
$247K 0.06%
2,250
98
$243K 0.06%
1,015
99
$232K 0.06%
11,350
100
$229K 0.06%
+3,240
1 2 3
4
5