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
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.83M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$2.69M
2
+$762K
3
+$721K
4
DIS icon
Walt Disney
DIS
+$377K
5
ADP icon
Automatic Data Processing
ADP
+$317K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.08%
24,600
77
$417K 0.08%
17,525
+9,050
78
$396K 0.07%
108,000
79
$394K 0.07%
5,610
-166
80
$364K 0.07%
2,680
-1,450
81
$325K 0.06%
9,373
-100
82
$323K 0.06%
4,250
-400
83
$321K 0.06%
8,020
-3,541
84
$317K 0.06%
4,661
85
$291K 0.05%
6,980
86
$280K 0.05%
6,480
87
$275K 0.05%
9,114
88
$264K 0.05%
520
89
$260K 0.05%
4,125
-2,000
90
$260K 0.05%
4,000
91
$257K 0.05%
5,530
92
$252K 0.05%
2,690
-30
93
$244K 0.05%
+4,050
94
$237K 0.04%
3,334
95
$233K 0.04%
2,850
96
$229K 0.04%
750
97
$218K 0.04%
3,900
98
$205K 0.04%
8,075
99
$175K 0.03%
12,575
100
$173K 0.03%
10,150
1 2 3
4
5