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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.48M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.52M
5
MSFT icon
Microsoft
MSFT
+$2.18M

Top Sells

1
+$380K
2
+$322K
3
+$272K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.03%
+1,500
102
$123K 0.02%
20,700
103
– –
-4,600
104
– –
-4,000
105
– –
-2,525
106
– –
-6,440
1 2 3 4
5