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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.14M
3
+$3.28M
4
AAPL icon
Apple
AAPL
+$2.38M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$380K
2
+$353K
3
+$322K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.08%
2,900
77
$560K 0.08%
24,600
78
$544K 0.08%
11,055
79
$524K 0.08%
17,950
+825
80
$518K 0.07%
+1,350
81
$505K 0.07%
5,610
82
$493K 0.07%
+3,000
83
$483K 0.07%
3,900
84
$435K 0.06%
4,905
85
$427K 0.06%
4,412
+162
86
$355K 0.05%
3,380
+105
87
$333K 0.05%
+400
88
$330K 0.05%
4,595
89
$326K 0.05%
+1,650
90
$319K 0.05%
750
91
$317K 0.05%
2,600
92
$314K 0.04%
+3,500
93
$293K 0.04%
4,254
+24
94
$250K 0.04%
5,000
95
$241K 0.03%
12,088
-4,002
96
$240K 0.03%
+1,243
97
$228K 0.03%
4,700
98
$212K 0.03%
22,500
99
$207K 0.03%
+2,581
100
$204K 0.03%
+4,567
1 2 3
4
5