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
$740M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$1.68M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M
5
CVX icon
Chevron
CVX
+$1.5M

Top Sells

1
+$3.82M
2
+$3.72M
3
+$1.6M
4
ADP icon
Automatic Data Processing
ADP
+$1.2M
5
FDX icon
FedEx
FDX
+$1.05M

Sector Composition

1 Technology 28.06%
2 Communication Services 18.8%
3 Healthcare 14.19%
4 Consumer Staples 10.92%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$147K 0.02%
22,500
102
$115K 0.02%
20,700
103
– –
-1,500
104
– –
-34,000
105
– –
-13,700
106
– –
-4,567
107
– –
-12,088
1 2 3 4
5