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
$587M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$285K
3
+$174K
4
SCHW icon
Charles Schwab
SCHW
+$99.5K
5
TMUS icon
T-Mobile US
TMUS
+$29K

Top Sells

1
+$724K
2
+$519K
3
+$494K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Technology 27.18%
2 Healthcare 19.06%
3 Communication Services 14.86%
4 Consumer Staples 10.08%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.07%
108,000
77
$392K 0.07%
2,900
78
$391K 0.07%
4,250
79
$387K 0.07%
9,590
80
$371K 0.06%
4,000
81
$357K 0.06%
6,480
82
$356K 0.06%
9,273
-100
83
$349K 0.06%
2,690
84
$345K 0.06%
7,355
+375
85
$327K 0.06%
5,530
86
$320K 0.05%
4,595
87
$306K 0.05%
+5,640
88
$294K 0.05%
510
-10
89
$285K 0.05%
+2,850
90
$285K 0.05%
3,900
91
$282K 0.05%
8,075
92
$261K 0.04%
9,114
93
$259K 0.04%
750
94
$221K 0.04%
4,074
95
$215K 0.04%
10,950
96
$214K 0.04%
2,575
97
$211K 0.04%
5,250
98
$207K 0.04%
4,600
99
$205K 0.03%
4,050
100
– –
-3,334
1 2 3
4
5