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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$2.2M
3
+$796K
4
BHP icon
BHP
BHP
+$283K
5
TPIC
TPI Composites
TPIC
+$237K

Top Sells

1
+$2.35M
2
+$2.31M
3
+$2.08M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.13M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,100
102
– –
-1,150
103
– –
-7,350
104
– –
-7,344
1 2 3 4
5