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
$563M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$234K
3
+$208K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$207K
5
GILD icon
Gilead Sciences
GILD
+$204K

Top Sells

1
+$885K
2
+$757K
3
+$617K
4
INTC icon
Intel
INTC
+$543K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$466K

Sector Composition

1 Technology 24.26%
2 Healthcare 22.1%
3 Communication Services 13.56%
4 Financials 10.12%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,800
102
– –
-2,680
103
– –
-2,850
104
– –
-4,125
105
– –
-10,150
106
– –
-16,950
1 2 3 4
5