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
$331M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$209K
3
+$178K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$125K
5
PX
Praxair Inc
PX
+$125K

Top Sells

1
+$2.85M
2
+$255K
3
+$240K
4
MDT icon
Medtronic
MDT
+$232K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$210K

Sector Composition

1 Technology 22.04%
2 Healthcare 20.68%
3 Financials 13.24%
4 Communication Services 11.72%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.06%
1,757
+1,057
102
$186K 0.06%
27,995
103
$165K 0.05%
11,450
104
$142K 0.04%
17,900
105
$134K 0.04%
10,000
106
$60K 0.02%
21,900
107
– –
-1,295
108
– –
-11,900
109
– –
-1,773
110
– –
-1,098
111
– –
-4,020
1 2 3 4
5