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
$740M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.01M
3
+$1.75M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.47M

Top Sells

1
+$4.32M
2
+$3.52M
3
+$1.6M
4
FDX icon
FedEx
FDX
+$1.2M
5
ADP icon
Automatic Data Processing
ADP
+$1.17M

Sector Composition

1 Technology 28.06%
2 Communication Services 18.8%
3 Healthcare 14.19%
4 Consumer Staples 10.92%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.08%
1,267
77
$552K 0.07%
5,778
-4,511
78
$544K 0.07%
5,610
79
$534K 0.07%
10,560
-1,390
80
$520K 0.07%
17,950
81
$470K 0.06%
4,412
82
$465K 0.06%
1,350
83
$450K 0.06%
3,380
84
$401K 0.05%
3,900
85
$375K 0.05%
14,600
-17,785
86
$356K 0.05%
4,595
87
$347K 0.05%
+5,000
88
$335K 0.05%
750
89
$327K 0.04%
3,196
-1,709
90
$325K 0.04%
2,600
91
$321K 0.04%
1,650
92
$320K 0.04%
3,500
93
$315K 0.04%
400
94
$287K 0.04%
5,855
-5,200
95
$278K 0.04%
4,174
-80
96
$226K 0.03%
1,243
97
$220K 0.03%
5,000
98
$210K 0.03%
2,581
99
$210K 0.03%
4,700
100
$202K 0.03%
+1,980
1 2 3
4
5