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
$677M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$584K
3
+$393K
4
DIOD icon
Diodes
DIOD
+$348K
5
MSFT icon
Microsoft
MSFT
+$328K

Top Sells

1
+$2.31M
2
+$1.89M
3
+$1.82M
4
COST icon
Costco
COST
+$1.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M

Sector Composition

1 Technology 26.5%
2 Healthcare 18.14%
3 Communication Services 16.49%
4 Financials 9.65%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$492K 0.07%
6,125
77
$448K 0.07%
5,908
-152
78
$408K 0.06%
4,650
-90
79
$401K 0.06%
9,473
-100
80
$393K 0.06%
+8,610
81
$384K 0.06%
2,720
82
$370K 0.05%
16,950
-50
83
$357K 0.05%
6,680
+1,790
84
$355K 0.05%
12,575
+1,750
85
$355K 0.05%
6,490
+15
86
$348K 0.05%
+4,000
87
$343K 0.05%
6,825
+650
88
$338K 0.05%
4,661
-68
89
$331K 0.05%
8,039
90
$325K 0.05%
550
91
$308K 0.05%
750
92
$308K 0.05%
5,380
-1,025
93
$305K 0.05%
12,550
94
$301K 0.04%
3,334
95
$296K 0.04%
2,850
96
$279K 0.04%
5,530
97
$260K 0.04%
10,150
98
$255K 0.04%
8,075
99
$255K 0.04%
2,445
100
$247K 0.04%
4,070
1 2 3
4
5