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
$596M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$674K
3
+$600K
4
BHP icon
BHP
BHP
+$508K
5
JPM icon
JPMorgan Chase
JPM
+$396K

Top Sells

1
+$3.29M
2
+$1.22M
3
+$1.18M
4
NEE icon
NextEra Energy
NEE
+$800K
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Technology 27.55%
2 Healthcare 17.77%
3 Communication Services 17.76%
4 Financials 10.78%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.04%
+2,445
102
$236K 0.04%
4,170
103
$232K 0.04%
3,900
104
$228K 0.04%
1,266
105
$228K 0.04%
12,550
106
$210K 0.04%
7,350
107
$208K 0.03%
2,010
108
$206K 0.03%
3,400
-1,379
109
$204K 0.03%
+4,485
110
$204K 0.03%
4,600
111
$189K 0.03%
10,300
112
$174K 0.03%
15,790
113
$140K 0.02%
10,000
114
$137K 0.02%
11,000
115
$133K 0.02%
14,650
116
$80K 0.01%
10,400
-11,200
117
– –
-5,452
1 2 3 4
5