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
$458M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$546K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$399K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$379K

Top Sells

1
+$437K
2
+$305K
3
+$305K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Technology 22.74%
2 Healthcare 19.89%
3 Communication Services 14.78%
4 Financials 11.58%
5 Consumer Staples 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.05%
19,200
+7,050
102
$219K 0.05%
2,035
103
$219K 0.05%
+10,468
104
$206K 0.04%
+3,900
105
$206K 0.04%
+8,700
106
$205K 0.04%
+2,706
107
$85K 0.02%
14,200
108
$59K 0.01%
14,000
-14,800
109
– –
-110,000
110
– –
-11,900
111
– –
-12,200
112
– –
-5,000
113
– –
-16,079
114
– –
-2,275
115
– –
-3,100
1 2 3 4
5