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
$622M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$2.17M
3
+$1.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
FCX icon
Freeport-McMoran
FCX
+$1.04M

Top Sells

1
+$971K
2
+$708K
3
+$332K
4
PTON icon
Peloton Interactive
PTON
+$246K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$242K

Sector Composition

1 Technology 27.43%
2 Communication Services 18.39%
3 Healthcare 17.13%
4 Financials 10.32%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.04%
8,075
102
$250K 0.04%
6,350
+100
103
$241K 0.04%
10,300
104
$228K 0.04%
+2,850
105
$210K 0.03%
1,266
106
$207K 0.03%
4,600
107
$205K 0.03%
3,900
108
$203K 0.03%
4,485
109
$183K 0.03%
12,550
110
$150K 0.02%
15,790
111
$138K 0.02%
10,000
112
$130K 0.02%
11,000
113
$96K 0.02%
12,700
-1,950
114
– –
-1,200
115
– –
-11,551
116
– –
-1,980
117
– –
-7,350
118
– –
-7,979
119
– –
-2,010
120
– –
-10,400
1 2 3 4
5