VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$442K
3
+$338K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$309K
5
SCHW icon
Charles Schwab
SCHW
+$227K

Top Sells

1
+$4.93M
2
+$1.82M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Technology 24.04%
2 Healthcare 20.96%
3 Communication Services 15.06%
4 Consumer Staples 12.67%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5