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
$696M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.89M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$2M
2
+$1.64M
3
+$1M
4
NKE icon
Nike
NKE
+$987K
5
GILD icon
Gilead Sciences
GILD
+$905K

Sector Composition

1 Technology 28.19%
2 Healthcare 17.29%
3 Communication Services 17.19%
4 Consumer Staples 9.46%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$529K 0.08%
24,600
-1,900
77
$517K 0.07%
6,060
-100
78
$491K 0.07%
3,000
79
$472K 0.07%
108,000
80
$426K 0.06%
6,405
+200
81
$415K 0.06%
4,740
82
$397K 0.06%
9,573
83
$397K 0.06%
1,037
84
$367K 0.05%
550
85
$363K 0.05%
17,000
-3,950
86
$358K 0.05%
8,039
+375
87
$354K 0.05%
750
88
$350K 0.05%
880
89
$347K 0.05%
6,175
-7,981
90
$335K 0.05%
10,150
91
$332K 0.05%
6,750
92
$325K 0.05%
4,070
-100
93
$324K 0.05%
4,729
-50
94
$323K 0.05%
10,825
-1,250
95
$308K 0.04%
6,475
+125
96
$301K 0.04%
8,075
97
$299K 0.04%
2,445
98
$295K 0.04%
4,890
-50
99
$290K 0.04%
3,334
100
$286K 0.04%
2,720
1 2 3
4
5