VCM

Violich Capital Management Portfolio holdings

AUM $896M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.9M
3
+$1.7M
4
COP icon
ConocoPhillips
COP
+$1.3M
5
CVX icon
Chevron
CVX
+$276K

Top Sells

1
+$2.69M
2
+$865K
3
+$791K
4
DIS icon
Walt Disney
DIS
+$427K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.01%
12,800
102
– –
-1,500
103
– –
-35,002
104
– –
-6,825
105
– –
-2,010
106
– –
-5,380
107
– –
-12,550
1 2 3 4
5