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
$397M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$593K
4
FDX icon
FedEx
FDX
+$346K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$249K
2
+$236K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$182K
5
MRK icon
Merck
MRK
+$118K

Sector Composition

1 Technology 22.06%
2 Healthcare 17.81%
3 Financials 14.51%
4 Communication Services 12.68%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.06%
+950
102
$235K 0.06%
6,695
+1,005
103
$233K 0.06%
6,792
104
$229K 0.06%
1,037
105
$216K 0.05%
2,540
106
$213K 0.05%
1,100
107
$212K 0.05%
11,860
+1,360
108
$210K 0.05%
+7,500
109
$210K 0.05%
+725
110
$208K 0.05%
14,530
+3,880
111
$204K 0.05%
+3,280
112
$202K 0.05%
15,022
+1,022
113
$202K 0.05%
+3,535
114
$200K 0.05%
+9,770
115
$181K 0.05%
2,778
-209
116
$153K 0.04%
20,380
+3,180
117
$89K 0.02%
15,580
+1,580
118
$87K 0.02%
43,340
+5,840
119
$86K 0.02%
26,000
120
– –
-3,936
1 2 3 4
5