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
$407M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$894K
3
+$871K
4
VZ icon
Verizon
VZ
+$670K
5
DD
Du Pont De Nemours E I
DD
+$336K

Top Sells

1
+$2.01M
2
+$746K
3
+$653K
4
AAPL icon
Apple
AAPL
+$652K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$652K

Sector Composition

1 Technology 22.25%
2 Healthcare 18.97%
3 Communication Services 13.02%
4 Financials 12.41%
5 Consumer Staples 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.06%
6,732
102
$229K 0.06%
10,975
-3,502
103
$228K 0.06%
2,708
104
$221K 0.05%
4,478
-2,183
105
$212K 0.05%
+1,037
106
$205K 0.05%
+900
107
$205K 0.05%
2,035
108
$205K 0.05%
+5,120
109
$189K 0.05%
12,600
110
$126K 0.03%
+11,900
111
$90K 0.02%
+12,200
112
$6K ﹤0.01%
110,000
113
– –
-9,000
114
– –
-9,000
1 2 3 4
5