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
$458M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$546K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$399K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$379K

Top Sells

1
+$437K
2
+$305K
3
+$305K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Technology 22.74%
2 Healthcare 19.89%
3 Communication Services 14.78%
4 Financials 11.58%
5 Consumer Staples 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.13%
45,000
77
$548K 0.12%
5,900
78
$531K 0.12%
4,345
79
$500K 0.11%
13,800
80
$442K 0.1%
26,500
81
$433K 0.09%
7,350
-200
82
$414K 0.09%
1,275
83
$413K 0.09%
2,965
84
$402K 0.09%
8,573
85
$379K 0.08%
+57,750
86
$373K 0.08%
3,000
87
$368K 0.08%
5,450
88
$368K 0.08%
5,779
89
$363K 0.08%
1,707
90
$336K 0.07%
2,275
91
$263K 0.06%
3,000
92
$262K 0.06%
2,100
93
$259K 0.06%
6,732
94
$254K 0.06%
11,350
-350
95
$246K 0.05%
900
96
$241K 0.05%
1,421
97
$238K 0.05%
1,037
98
$232K 0.05%
2,700
+25
99
$232K 0.05%
10,975
100
$226K 0.05%
+7,050
1 2 3
4
5