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
$416M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$953K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
5
SLV icon
iShares Silver Trust
SLV
+$422K

Top Sells

1
+$991K
2
+$877K
3
+$667K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 22.21%
2 Healthcare 19.11%
3 Communication Services 13.99%
4 Consumer Staples 12.33%
5 Financials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.13%
4,345
77
$530K 0.13%
5,900
+1,900
78
$431K 0.1%
45,000
79
$422K 0.1%
+26,500
80
$418K 0.1%
7,550
81
$391K 0.09%
8,573
82
$376K 0.09%
13,800
-500
83
$371K 0.09%
1,275
84
$366K 0.09%
5,450
85
$357K 0.09%
5,779
86
$355K 0.09%
3,000
87
$349K 0.08%
2,965
88
$331K 0.08%
1,707
89
$305K 0.07%
5,000
90
$305K 0.07%
+16,079
91
$287K 0.07%
2,275
92
$264K 0.06%
2,675
93
$251K 0.06%
2,100
94
$240K 0.06%
11,700
+350
95
$229K 0.06%
6,732
96
$226K 0.05%
10,975
97
$226K 0.05%
3,100
-140
98
$224K 0.05%
1,421
99
$220K 0.05%
900
100
$215K 0.05%
1,037
1 2 3
4
5