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
$621M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$881K
3
+$577K
4
ORCL icon
Oracle
ORCL
+$402K
5
HQI icon
HireQuest
HQI
+$233K

Top Sells

1
+$2.77M
2
+$1.69M
3
+$965K
4
CVS icon
CVS Health
CVS
+$713K
5
DIS icon
Walt Disney
DIS
+$491K

Sector Composition

1 Technology 29.06%
2 Healthcare 17.29%
3 Communication Services 15.6%
4 Financials 10.08%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.08%
108,000
77
$462K 0.07%
17,525
78
$432K 0.07%
5,610
79
$429K 0.07%
4,250
80
$422K 0.07%
6,480
81
$390K 0.06%
9,590
82
$381K 0.06%
2,900
83
$371K 0.06%
6,780
+1,140
84
$370K 0.06%
4,000
85
$364K 0.06%
2,850
86
$358K 0.06%
7,765
+410
87
$336K 0.05%
9,273
88
$326K 0.05%
3,900
89
$323K 0.05%
4,595
90
$309K 0.05%
2,690
91
$301K 0.05%
750
92
$298K 0.05%
10,400
+1,286
93
$286K 0.05%
4,964
-566
94
$284K 0.05%
5,250
95
$266K 0.04%
510
96
$254K 0.04%
4,074
97
$233K 0.04%
+8,950
98
$220K 0.04%
+1,880
99
$213K 0.03%
+7,200
100
– –
-8,075
1 2 3
4
5