VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$651K
3
+$600K
4
BHP icon
BHP
BHP
+$517K
5
JPM icon
JPMorgan Chase
JPM
+$400K

Top Sells

1
+$3.38M
2
+$1.17M
3
+$1.13M
4
NEE icon
NextEra Energy
NEE
+$819K
5
AAPL icon
Apple
AAPL
+$647K

Sector Composition

1 Technology 27.55%
2 Healthcare 17.77%
3 Communication Services 17.76%
4 Financials 10.78%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.09%
5,900
77
$497K 0.08%
6,110
-750
78
$496K 0.08%
3,000
79
$443K 0.07%
108,000
80
$437K 0.07%
9,035
+1,085
81
$436K 0.07%
6,205
+2,700
82
$427K 0.07%
9,087
-3,600
83
$425K 0.07%
12,075
+1,050
84
$394K 0.07%
1,037
85
$362K 0.06%
10,150
86
$359K 0.06%
3,940
-800
87
$354K 0.06%
15,350
88
$346K 0.06%
4,890
+1,980
89
$329K 0.06%
7,773
-800
90
$310K 0.05%
2,720
91
$308K 0.05%
7,464
+2,200
92
$308K 0.05%
750
93
$277K 0.05%
550
94
$262K 0.04%
8,075
95
$253K 0.04%
6,750
96
$246K 0.04%
+1,980
97
$242K 0.04%
1,200
98
$241K 0.04%
+7,979
99
$238K 0.04%
3,334
100
$238K 0.04%
+6,250
1 2 3
4
5