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
$343M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.34M
3
+$577K
4
SLB icon
SLB Ltd
SLB
+$528K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$516K

Top Sells

1
+$2.89M
2
+$770K
3
+$380K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Healthcare 21.22%
2 Technology 21.02%
3 Financials 13.8%
4 Communication Services 11.98%
5 Consumer Staples 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$186K 0.05%
+22,000
102
$151K 0.04%
17,900
103
$111K 0.03%
+15,500
104
$101K 0.03%
26,000
-1,995
105
– –
-10,000
106
– –
-8,650
107
– –
-21,900
108
– –
-2,430
109
– –
-3,875
110
– –
-8,200
111
– –
-4,060
112
– –
-7,050
1 2 3 4
5