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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$546K
3
+$423K
4
INTC icon
Intel
INTC
+$355K
5
BHP icon
BHP
BHP
+$310K

Top Sells

1
+$7.76M
2
+$1.06M
3
+$960K
4
D icon
Dominion Energy
D
+$526K
5
CVS icon
CVS Health
CVS
+$452K

Sector Composition

1 Technology 27.3%
2 Healthcare 18.33%
3 Communication Services 15.98%
4 Financials 11.08%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.08%
7,400
+1,400
77
$374K 0.07%
1,853
-28
78
$363K 0.07%
3,000
79
$303K 0.06%
8,573
80
$302K 0.06%
20,000
81
$300K 0.06%
+10,070
82
$298K 0.06%
108,000
+54,000
83
$294K 0.06%
4,779
84
$289K 0.06%
2,720
85
$286K 0.06%
+5,900
86
$284K 0.05%
1,200
-100
87
$273K 0.05%
1,037
88
$256K 0.05%
+550
89
$256K 0.05%
+10,925
90
$248K 0.05%
+4,685
91
$247K 0.05%
750
92
$233K 0.05%
26,600
+2,000
93
$226K 0.04%
+3,000
94
$224K 0.04%
3,900
95
$215K 0.04%
16,950
96
$208K 0.04%
+2,550
97
$177K 0.03%
10,300
98
$156K 0.03%
15,790
+5,490
99
$132K 0.03%
+11,000
100
$121K 0.02%
+17,270
1 2 3
4
5