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
$407M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$894K
3
+$871K
4
VZ icon
Verizon
VZ
+$670K
5
DD
Du Pont De Nemours E I
DD
+$336K

Top Sells

1
+$2.01M
2
+$746K
3
+$653K
4
AAPL icon
Apple
AAPL
+$652K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$652K

Sector Composition

1 Technology 22.25%
2 Healthcare 18.97%
3 Communication Services 13.02%
4 Financials 12.41%
5 Consumer Staples 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.13%
45,000
77
$451K 0.11%
5,605
+151
78
$446K 0.11%
9,001
-1,100
79
$445K 0.11%
4,345
80
$436K 0.11%
4,000
81
$413K 0.1%
7,550
-50
82
$374K 0.09%
1,275
83
$373K 0.09%
8,573
84
$370K 0.09%
3,000
85
$361K 0.09%
5,450
86
$344K 0.08%
14,300
87
$343K 0.08%
1,707
88
$336K 0.08%
+4,478
89
$331K 0.08%
2,965
-366
90
$327K 0.08%
2,675
91
$319K 0.08%
5,779
92
$310K 0.08%
2,275
-25
93
$305K 0.08%
5,000
94
$301K 0.07%
1,400
95
$266K 0.07%
3,240
96
$256K 0.06%
1,015
97
$242K 0.06%
2,100
-150
98
$242K 0.06%
11,350
99
$242K 0.06%
1,421
100
$234K 0.06%
33,800
1 2 3
4
5