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
$769M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$812K
3
+$734K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$700K
5
V icon
Visa
V
+$611K

Top Sells

1
+$2M
2
+$1.22M
3
+$998K
4
RIO icon
Rio Tinto
RIO
+$419K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Technology 28.49%
2 Communication Services 16.99%
3 Healthcare 14.56%
4 Consumer Staples 11.23%
5 Financials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.03%
+1,810
102
$165K 0.02%
22,500
103
$83K 0.01%
20,700
104
– –
-1,243
105
– –
-3,700
106
– –
-4,700
1 2 3 4
5