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
$622M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$2.17M
3
+$1.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
FCX icon
Freeport-McMoran
FCX
+$1.04M

Top Sells

1
+$971K
2
+$708K
3
+$332K
4
PTON icon
Peloton Interactive
PTON
+$246K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$242K

Sector Composition

1 Technology 27.43%
2 Communication Services 18.39%
3 Healthcare 17.13%
4 Financials 10.32%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$546K 0.09%
19,800
-25
77
$544K 0.09%
26,500
78
$512K 0.08%
2,000
79
$511K 0.08%
108,000
80
$503K 0.08%
3,000
81
$466K 0.07%
6,160
+50
82
$439K 0.07%
20,950
+5,600
83
$432K 0.07%
6,205
84
$392K 0.06%
1,037
85
$391K 0.06%
12,075
86
$391K 0.06%
9,573
+1,800
87
$388K 0.06%
4,740
+800
88
$347K 0.06%
4,940
+50
89
$325K 0.05%
7,664
+200
90
$320K 0.05%
10,150
91
$319K 0.05%
750
92
$315K 0.05%
+880
93
$314K 0.05%
550
94
$313K 0.05%
9,275
+240
95
$296K 0.05%
4,779
+1,379
96
$281K 0.05%
2,445
97
$268K 0.04%
3,334
98
$264K 0.04%
4,170
99
$260K 0.04%
2,720
100
$257K 0.04%
6,750
1 2 3
4
5