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

Top Buys

1 +$459K
2 +$230K
3 +$221K
4
DELL icon
Dell
DELL
+$211K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$205K

Top Sells

1 +$821K
2 +$801K
3 +$607K
4
INTC icon
Intel
INTC
+$517K
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
-10,150
102
-4,125
103
-2,850
104
-2,680
105
-12,800
106
-8,020