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
$586M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.18M
3
+$240K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
AMLP icon
Alerian MLP ETF
AMLP
+$185K

Top Sells

1
+$3.62M
2
+$3.26M
3
+$2.24M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.81M
5
V icon
Visa
V
+$1.45M

Sector Composition

1 Technology 26.57%
2 Healthcare 17.6%
3 Communication Services 16.93%
4 Consumer Staples 10.35%
5 Financials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,074
102
– –
-7,200
1 2 3 4
5