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
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$803K
3
+$782K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$692K
5
V icon
Visa
V
+$621K

Top Sells

1
+$2M
2
+$1.31M
3
+$1.04M
4
RIO icon
Rio Tinto
RIO
+$464K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.07%
5,500
77
$562K 0.07%
3,380
78
$547K 0.07%
1,350
79
$540K 0.07%
18,550
+600
80
$536K 0.07%
10,560
81
$507K 0.07%
4,412
82
$500K 0.07%
2,900
83
$437K 0.06%
3,196
84
$422K 0.05%
4,679
+84
85
$387K 0.05%
750
86
$385K 0.05%
3,900
87
$384K 0.05%
1,650
88
$380K 0.05%
400
89
$365K 0.05%
2,600
90
$360K 0.05%
5,000
91
$353K 0.05%
13,450
-1,150
92
$340K 0.04%
+3,903
93
$338K 0.04%
5,855
94
$281K 0.04%
3,500
95
$270K 0.04%
4,174
96
$246K 0.03%
+4,825
97
$238K 0.03%
5,000
98
$235K 0.03%
2,581
99
$227K 0.03%
+23,900
100
$207K 0.03%
1,980
1 2 3
4
5