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
$571M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.21M
3
+$1.83M
4
PRGO icon
Perrigo
PRGO
+$640K
5
AMLP icon
Alerian MLP ETF
AMLP
+$450K

Top Sells

1
+$6.02M
2
+$3.62M
3
+$2.53M
4
BHP icon
BHP
BHP
+$1.59M
5
AMGN icon
Amgen
AMGN
+$730K

Sector Composition

1 Technology 25.29%
2 Healthcare 20.44%
3 Communication Services 16.9%
4 Consumer Staples 10.01%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$459K 0.08%
24,600
77
$450K 0.08%
+13,050
78
$430K 0.08%
6,125
79
$393K 0.07%
4,650
80
$391K 0.07%
16,950
81
$388K 0.07%
108,000
82
$387K 0.07%
9,473
83
$366K 0.06%
8,610
84
$332K 0.06%
4,661
85
$321K 0.06%
6,980
+300
86
$315K 0.06%
6,825
87
$314K 0.06%
6,480
-10
88
$307K 0.05%
12,550
89
$291K 0.05%
5,530
90
$290K 0.05%
2,720
91
$285K 0.05%
10,150
92
$284K 0.05%
9,114
+1,075
93
$283K 0.05%
520
-30
94
$258K 0.05%
4,000
95
$253K 0.04%
750
96
$245K 0.04%
3,334
97
$235K 0.04%
2,850
98
$233K 0.04%
8,075
99
$227K 0.04%
12,575
100
$224K 0.04%
5,380
1 2 3
4
5