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
$555M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.72M
3
+$3.36M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.27M

Top Sells

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
COST icon
Costco
COST
+$1.02M
5
ADP icon
Automatic Data Processing
ADP
+$653K

Sector Composition

1 Technology 26.94%
2 Healthcare 18.11%
3 Communication Services 16.97%
4 Financials 10.64%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$473K 0.09%
7,260
+2,575
77
$449K 0.08%
7,950
-575
78
$434K 0.08%
5,900
79
$424K 0.08%
3,000
80
$413K 0.07%
11,025
+100
81
$405K 0.07%
4,740
82
$392K 0.07%
108,000
83
$381K 0.07%
8,573
84
$339K 0.06%
1,037
85
$339K 0.06%
+15,350
86
$297K 0.05%
4,779
87
$293K 0.05%
2,720
88
$265K 0.05%
3,000
89
$265K 0.05%
750
90
$258K 0.05%
1,200
91
$258K 0.05%
10,150
+80
92
$251K 0.05%
+6,750
93
$251K 0.05%
550
94
$246K 0.04%
+5,452
95
$244K 0.04%
1,266
-587
96
$242K 0.04%
3,900
97
$239K 0.04%
+3,334
98
$235K 0.04%
+4,600
99
$221K 0.04%
7,350
-5,750
100
$217K 0.04%
+4,170
1 2 3
4
5