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
$287M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$749K
3
+$652K
4
DHR icon
Danaher
DHR
+$291K
5
KO icon
Coca-Cola
KO
+$215K

Top Sells

1
+$1.99M
2
+$618K
3
+$307K
4
IBM icon
IBM
IBM
+$227K
5
TGT icon
Target
TGT
+$207K

Sector Composition

1 Technology 34.98%
2 Healthcare 13.37%
3 Energy 12.47%
4 Financials 9.43%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,460
102
– –
-6,190
103
– –
-3,275
1 2 3 4
5