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
$571M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.21M
3
+$1.83M
4
PRGO icon
Perrigo
PRGO
+$640K
5
AMLP icon
Alerian MLP ETF
AMLP
+$450K

Top Sells

1
+$6.02M
2
+$3.62M
3
+$2.53M
4
BHP icon
BHP
BHP
+$1.59M
5
AMGN icon
Amgen
AMGN
+$730K

Sector Composition

1 Technology 25.29%
2 Healthcare 20.44%
3 Communication Services 16.9%
4 Consumer Staples 10.01%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.04%
+2,010
102
$214K 0.04%
3,900
103
$208K 0.04%
1,500
-1,500
104
$207K 0.04%
8,475
105
$54K 0.01%
12,800
106
– –
-3,895
107
– –
-4,070
108
– –
-6,750
109
– –
-3,550
110
– –
-4,485
111
– –
-2,445
112
– –
-9,700
113
– –
-4,600
1 2 3 4
5