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
$696M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.89M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$2M
2
+$1.64M
3
+$1M
4
NKE icon
Nike
NKE
+$987K
5
GILD icon
Gilead Sciences
GILD
+$905K

Sector Composition

1 Technology 28.19%
2 Healthcare 17.29%
3 Communication Services 17.19%
4 Consumer Staples 9.46%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.04%
5,530
-15,430
102
$264K 0.04%
2,850
103
$243K 0.03%
9,700
-600
104
$232K 0.03%
4,485
105
$229K 0.03%
3,900
106
$227K 0.03%
+2,010
107
$219K 0.03%
12,550
108
$218K 0.03%
1,248
-18
109
$150K 0.02%
10,025
+750
110
$110K 0.02%
12,800
-2,990
111
– –
-11,000
112
– –
-10,000
113
– –
-19,800
114
– –
-12,960
115
– –
-12,700
116
– –
-4,600
1 2 3 4
5