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
$394M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$774K
3
+$635K
4
CPAY icon
Corpay
CPAY
+$493K
5
UNH icon
UnitedHealth
UNH
+$445K

Top Sells

1
+$1.32M
2
+$609K
3
+$547K
4
EPD icon
Enterprise Products Partners
EPD
+$330K
5
MOS icon
The Mosaic Company
MOS
+$219K

Sector Composition

1 Technology 22.04%
2 Healthcare 18.7%
3 Communication Services 13.71%
4 Financials 11.78%
5 Consumer Staples 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.06%
1,421
102
$216K 0.05%
+2,708
103
$207K 0.05%
12,600
-650
104
$203K 0.05%
+9,000
105
$202K 0.05%
+2,035
106
$201K 0.05%
+700
107
$141K 0.04%
+9,000
108
$77K 0.02%
110,000
109
– –
-11,575
110
– –
-7,500
111
– –
-13,400
112
– –
-725
113
– –
-22,800
1 2 3 4
5