VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.93M
3
+$1.28M
4
CMCSA icon
Comcast
CMCSA
+$434K
5
SCCO icon
Southern Copper
SCCO
+$376K

Top Sells

1
+$1.62M
2
+$1.08M
3
+$588K
4
ORCL icon
Oracle
ORCL
+$556K
5
ADP icon
Automatic Data Processing
ADP
+$555K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-45,000
102
– –
-10,375
103
– –
-1,707
104
– –
-2,200
105
– –
-22,304
1 2 3 4
5