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
$299M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$900K
3 +$822K
4
WFC icon
Wells Fargo
WFC
+$675K
5
GILD icon
Gilead Sciences
GILD
+$481K

Top Sells

1 +$815K
2 +$390K
3 +$384K
4
VOD icon
Vodafone
VOD
+$362K
5
DORM icon
Dorman Products
DORM
+$270K

Sector Composition

1 Technology 33.5%
2 Healthcare 13.57%
3 Energy 13.37%
4 Financials 9.37%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$119K 0.04%
2,594
-837
102
$92K 0.03%
22,800
+11,325
103
-11,135
104
-4,409
105
-10,625
106
-3,135
107
-13,105
108
-4,580