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
$621M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$872K
3
+$582K
4
ORCL icon
Oracle
ORCL
+$349K
5
JBSS icon
John B. Sanfilippo & Son
JBSS
+$211K

Top Sells

1
+$2.49M
2
+$1.59M
3
+$889K
4
CVS icon
CVS Health
CVS
+$734K
5
DIS icon
Walt Disney
DIS
+$521K

Sector Composition

1 Technology 29.06%
2 Healthcare 17.29%
3 Communication Services 15.6%
4 Financials 10.08%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,050
102
– –
-2,575
103
– –
-10,950
104
– –
-8,075
1 2 3 4
5