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
$555M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.72M
3
+$3.36M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.27M

Top Sells

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
COST icon
Costco
COST
+$1.02M
5
ADP icon
Automatic Data Processing
ADP
+$653K

Sector Composition

1 Technology 26.94%
2 Healthcare 18.11%
3 Communication Services 16.97%
4 Financials 10.64%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.04%
+3,505
102
$212K 0.04%
+2,910
103
$211K 0.04%
+8,075
104
$206K 0.04%
+2,010
105
$204K 0.04%
+5,264
106
$188K 0.03%
15,790
107
$176K 0.03%
+12,550
108
$173K 0.03%
10,300
109
$169K 0.03%
21,600
-5,000
110
$163K 0.03%
11,000
111
$134K 0.02%
10,000
-10,000
112
$113K 0.02%
14,650
-2,620
113
– –
-2,550
114
– –
-16,950
115
– –
-7,400
1 2 3 4
5