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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.34M
3
+$1.23M
4
KMI icon
Kinder Morgan
KMI
+$986K
5
HON icon
Honeywell
HON
+$921K

Top Sells

1
+$1.21M
2
+$923K
3
+$765K
4
IBM icon
IBM
IBM
+$563K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$540K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,050
1 2 3 4
5