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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.17M
3
+$805K
4
BHP icon
BHP
BHP
+$271K
5
TPIC
TPI Composites
TPIC
+$245K

Top Sells

1
+$2.59M
2
+$2.32M
3
+$2.21M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.07%
1,300
77
$327K 0.07%
2,720
-1,475
78
$301K 0.06%
3,000
79
$301K 0.06%
20,000
+2,000
80
$294K 0.06%
42,250
81
$285K 0.06%
8,573
82
$270K 0.06%
750
-100
83
$265K 0.06%
6,000
84
$259K 0.05%
4,779
-1,000
85
$245K 0.05%
+8,450
86
$222K 0.05%
+3,900
87
$217K 0.05%
24,600
88
$208K 0.04%
1,037
89
$201K 0.04%
+16,950
90
$115K 0.02%
10,300
-10,300
91
$101K 0.02%
+10,300
92
$93K 0.02%
+54,000
93
– –
-7,344
94
– –
-7,350
95
– –
-1,150
96
– –
-2,100
97
– –
-1,300
98
– –
-8,470
99
– –
-10,542
100
– –
-13,202
1 2 3
4
5