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
$366M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.02M
3
+$892K
4
KMB icon
Kimberly-Clark
KMB
+$723K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$526K

Top Sells

1
+$804K
2
+$209K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$90.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$89.1K

Sector Composition

1 Technology 21.43%
2 Healthcare 20.61%
3 Financials 14.22%
4 Communication Services 12%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$217K 0.06%
+4,140
102
$216K 0.06%
27,700
+5,700
103
$202K 0.06%
+3,325
104
$201K 0.05%
4,820
-300
105
$185K 0.05%
11,125
106
$155K 0.04%
17,900
107
$119K 0.03%
26,000
108
$105K 0.03%
15,500
109
– –
-4,360
110
– –
-1,100
111
– –
-9,965
1 2 3 4
5