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
$677M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$584K
3
+$393K
4
DIOD icon
Diodes
DIOD
+$348K
5
MSFT icon
Microsoft
MSFT
+$328K

Top Sells

1
+$2.31M
2
+$1.89M
3
+$1.82M
4
COST icon
Costco
COST
+$1.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M

Sector Composition

1 Technology 26.5%
2 Healthcare 18.14%
3 Communication Services 16.49%
4 Financials 9.65%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.04%
6,750
102
$232K 0.03%
4,485
103
$229K 0.03%
3,900
104
$225K 0.03%
9,700
105
$219K 0.03%
+8,475
106
$212K 0.03%
+4,600
107
$204K 0.03%
+3,550
108
$200K 0.03%
+3,895
109
$63K 0.01%
12,800
110
– –
-10,885
111
– –
-10,025
112
– –
-880
113
– –
-1,037
114
– –
-2,010
115
– –
-1,248
116
– –
-8,500
117
– –
-2,000
1 2 3 4
5