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

Top Buys

1
+$2.12M
2
+$1.22M
3
+$575K
4
CPAY icon
Corpay
CPAY
+$571K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$515K

Top Sells

1
+$2.84M
2
+$817K
3
+$385K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$259K

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
– –
-7,050
106
– –
-4,060
107
– –
-8,200
108
– –
-3,875
109
– –
-2,430
110
– –
-21,900
111
– –
-8,650
112
– –
-10,000
1 2 3 4
5