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VCM

Violich Capital Management Portfolio holdings

AUM $919M
1-Year Est. Return 40.7%
This Fund
S&P 500
This Quarter Est. Return
+0.54%
1 Year Est. Return
+40.7%
3 Year Est. Return
+100.28%
5 Year Est. Return
+135.3%
10 Year Est. Return
+480.06%
AUM
$247M
AUM Growth
–
Cap. Flow
+$251M
Cap. Flow %
101.53%
Top 10 Hldgs %
48.53%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EMC
EMC CORPORATION
EMC
+$41.9M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.2M
3
JNJ icon
Johnson & Johnson
JNJ
+$9.86M
4
AAPL icon
Apple
AAPL
+$9.08M
5
V icon
Visa
V
+$8.81M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.47%
2 Healthcare 13.24%
3 Energy 13.14%
4 Consumer Staples 9%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IO
101
DELISTED
ION Geophysical Corporation
IO
$60K 0.02%
+667
New +$62.2K
1 2 3 4
5

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Violich Capital Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Violich Capital Management, which disclosed 105 positions worth $247M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is EMC CORPORATION: 1,778,245 shares worth $42M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, followed by Healthcare and Energy.

  • Violich Capital Management's largest Q2 2013 buy was EMC CORPORATION: 1,778,245 shares worth $42M.
  • Violich Capital Management's ten largest holdings make up 49% of its $247M portfolio in Q2 2013.
  • Violich Capital Management disclosed 105 positions in Q2 2013, its first 13F filing on record.

Based on Violich Capital Management's 13F filing for Q2 2013, filed 13 Aug 2013.