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
$374M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$442K
3
+$338K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$309K
5
SCHW icon
Charles Schwab
SCHW
+$227K

Top Sells

1
+$4.93M
2
+$1.82M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Technology 24.04%
2 Healthcare 20.96%
3 Communication Services 15.06%
4 Consumer Staples 12.67%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.1%
8,573
77
$368K 0.1%
4,195
-150
78
$336K 0.09%
7,350
79
$313K 0.08%
5,779
80
$309K 0.08%
+1,300
81
$304K 0.08%
45,000
82
$298K 0.08%
2,200
-3,600
83
$295K 0.08%
1,707
84
$269K 0.07%
7,371
-2,170
85
$264K 0.07%
2,275
86
$258K 0.07%
22,304
-13,349
87
$257K 0.07%
3,000
88
$227K 0.06%
+6,760
89
$222K 0.06%
11,950
+600
90
$217K 0.06%
2,100
91
$208K 0.06%
850
-50
92
$202K 0.05%
14,100
+5,400
93
$200K 0.05%
+1,100
94
$144K 0.04%
10,375
-600
95
$123K 0.03%
24,600
+10,400
96
$122K 0.03%
10,868
+400
97
– –
-20,880
98
– –
-49,150
99
– –
-5,900
100
– –
-19,200
1 2 3
4
5