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
$416M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$953K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
5
SLV icon
iShares Silver Trust
SLV
+$422K

Top Sells

1
+$991K
2
+$877K
3
+$667K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 22.21%
2 Healthcare 19.11%
3 Communication Services 13.99%
4 Consumer Staples 12.33%
5 Financials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.05%
2,035
102
$204K 0.05%
+3,000
103
$204K 0.05%
+2,275
104
$178K 0.04%
11,900
105
$135K 0.03%
28,800
-5,000
106
$130K 0.03%
+12,150
107
$82K 0.02%
+14,200
108
$51K 0.01%
12,200
109
$3K ﹤0.01%
110,000
110
– –
-4,478
111
– –
-9,001
112
– –
-12,600
113
– –
-1,400
114
– –
-1,015
115
– –
-13,016
116
– –
-4,478
117
– –
-2,708
118
– –
-5,120
1 2 3 4
5