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
$438M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.99M
3
+$1.52M
4
LRCX icon
Lam Research
LRCX
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$701K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.5M
4
V icon
Visa
V
+$760K
5
MSFT icon
Microsoft
MSFT
+$724K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Financials 14.35%
4 Communication Services 12.59%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.06%
5,779
-425
102
$250K 0.06%
13,250
-1,280
103
$244K 0.06%
7,500
104
$234K 0.05%
1,421
105
$233K 0.05%
1,037
106
$230K 0.05%
11,350
-4,640
107
$214K 0.05%
1,100
108
$207K 0.05%
2,540
109
$207K 0.05%
+4,245
110
$153K 0.04%
12,304
-2,718
111
$116K 0.03%
2,152
-626
112
– –
-20,380
113
– –
-9,770
114
– –
-5,285
115
– –
-11,860
116
– –
-3,280
117
– –
-43,340
118
– –
-6,695
119
– –
-3,535
120
– –
-4,520
121
– –
-15,580
1 2 3 4
5