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
$352M
AUM Growth
-$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$266K
3
+$200K
4
SD icon
SandRidge Energy
SD
+$108K
5
WAT icon
Waters Corp
WAT
+$56.6K

Top Sells

1
+$14.4M
2
+$7.34M
3
+$2.94M
4
GILD icon
Gilead Sciences
GILD
+$2.24M
5
SLB icon
SLB Ltd
SLB
+$1.65M

Sector Composition

1 Technology 20.87%
2 Healthcare 20.44%
3 Communication Services 13.85%
4 Financials 11.97%
5 Consumer Staples 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.06%
+11,575
102
$190K 0.05%
11,350
103
$160K 0.05%
13,250
104
$108K 0.03%
+14,200
105
$61K 0.02%
110,000
106
– –
-4,245
107
– –
-2,540
108
– –
-2,152
109
– –
-1,037
110
– –
-60,704
111
– –
-12,304
112
– –
-71,237
113
– –
-1,707
114
– –
-25,525
1 2 3 4
5