VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.59M
3
+$2.53M
4
AMD icon
Advanced Micro Devices
AMD
+$2.11M
5
COST icon
Costco
COST
+$2.05M

Top Sells

1
+$1.98M
2
+$974K
3
+$527K
4
NKE icon
Nike
NKE
+$352K
5
THC icon
Tenet Healthcare
THC
+$335K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.07%
2,935
+445
77
$522K 0.06%
2,600
78
$509K 0.06%
1,050
+39
79
$506K 0.06%
1,250
80
$478K 0.06%
15,300
81
$466K 0.06%
400
82
$446K 0.05%
5,585
83
$439K 0.05%
4,629
84
$415K 0.05%
2,900
85
$406K 0.05%
45,400
86
$390K 0.05%
1,353
87
$383K 0.05%
3,900
88
$365K 0.04%
750
89
$343K 0.04%
26,100
+2,200
90
$317K 0.04%
+1,650
91
$298K 0.04%
1,035
+15
92
$285K 0.03%
4,655
93
$246K 0.03%
+1,580
94
$244K 0.03%
4,625
95
$244K 0.03%
+7,000
96
$237K 0.03%
+5,500
97
$237K 0.03%
1,100
98
$231K 0.03%
+5,900
99
$229K 0.03%
2,400
100
$228K 0.03%
+3,334
1 2 3
4
5