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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.8M
3
+$4.69M
4
PM icon
Philip Morris
PM
+$3.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.5M

Top Sells

1
+$5.07M
2
+$4.42M
3
+$3.35M
4
CVS icon
CVS Health
CVS
+$3.3M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.06%
4,397
-15
77
$413K 0.05%
3,196
78
$410K 0.05%
400
79
$406K 0.05%
3,900
80
$401K 0.05%
1,453
-7,812
81
$381K 0.05%
4,629
-50
82
$374K 0.05%
750
83
$356K 0.05%
7,060
-3,500
84
$343K 0.04%
2,600
85
$312K 0.04%
3,903
86
$303K 0.04%
1,650
87
$278K 0.04%
5,155
-700
88
$265K 0.03%
+1,750
89
$259K 0.03%
2,581
90
$253K 0.03%
+1,880
91
$250K 0.03%
4,825
92
$245K 0.03%
23,900
93
$240K 0.03%
1,905
-1,475
94
$234K 0.03%
1,810
95
$227K 0.03%
4,174
96
$220K 0.03%
+1,243
97
$211K 0.03%
1,980
98
$206K 0.03%
+3,334
99
$201K 0.03%
3,500
100
$180K 0.02%
22,500
1 2 3
4
5