VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$600K
3
+$228K
4
BA icon
Boeing
BA
+$208K
5
SCHW icon
Charles Schwab
SCHW
+$201K

Top Sells

1
+$8.19M
2
+$5.59M
3
+$5.29M
4
V icon
Visa
V
+$4.76M
5
AAPL icon
Apple
AAPL
+$4.41M

Sector Composition

1 Technology 29.87%
2 Communication Services 17.9%
3 Financials 13.64%
4 Consumer Staples 11.14%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.06%
4,629
77
$420K 0.06%
400
78
$410K 0.06%
1,011
-141
79
$398K 0.06%
2,900
80
$395K 0.06%
750
81
$393K 0.06%
2,490
+500
82
$371K 0.05%
3,900
83
$335K 0.05%
1,905
+125
84
$327K 0.05%
23,900
+1,700
85
$315K 0.04%
45,400
-45,700
86
$263K 0.04%
4,655
-200
87
$246K 0.03%
+3,500
88
$246K 0.03%
+1,020
89
$230K 0.03%
+1,100
90
$225K 0.03%
+3,250
91
$219K 0.03%
+2,400
92
$212K 0.03%
4,625
-200
93
$211K 0.03%
2,581
94
$204K 0.03%
+730
95
$200K 0.03%
+2,500
96
$200K 0.03%
+4,770
97
– –
-1,650
98
– –
-1,810
99
– –
-7,060
100
– –
-5,700
1 2 3
4
5