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
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$3.04M
3
+$1.25M
4
CMCSA icon
Comcast
CMCSA
+$444K
5
SCCO icon
Southern Copper
SCCO
+$437K

Top Sells

1
+$1.62M
2
+$1.12M
3
+$618K
4
ORCL icon
Oracle
ORCL
+$580K
5
ADP icon
Automatic Data Processing
ADP
+$577K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.1%
20,500
+8,550
77
$437K 0.1%
+11,551
78
$404K 0.09%
+10,542
79
$398K 0.09%
13,100
-1,000
80
$377K 0.08%
1,300
81
$345K 0.08%
+1,520
82
$317K 0.07%
7,344
-27
83
$312K 0.07%
7,350
84
$309K 0.07%
+6,000
85
$309K 0.07%
8,573
86
$300K 0.07%
5,779
87
$286K 0.06%
8,470
+1,710
88
$286K 0.06%
3,000
89
$280K 0.06%
850
90
$273K 0.06%
42,250
-17,850
91
$258K 0.06%
+18,000
92
$251K 0.05%
20,600
+9,732
93
$247K 0.05%
+5,900
94
$246K 0.05%
2,100
95
$231K 0.05%
1,825
-450
96
$231K 0.05%
24,600
97
$210K 0.05%
+2,300
98
$207K 0.05%
1,150
+50
99
$205K 0.04%
+1,037
100
– –
-22,304
1 2 3
4
5