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
-$523K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.7M
3
+$4.37M
4
PM icon
Philip Morris
PM
+$4.02M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.57M

Top Sells

1
+$5.13M
2
+$4.59M
3
+$4.12M
4
AAPL icon
Apple
AAPL
+$3.15M
5
DVN icon
Devon Energy
DVN
+$2.67M

Sector Composition

1 Technology 28.15%
2 Communication Services 19%
3 Financials 12.27%
4 Healthcare 11.29%
5 Consumer Staples 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,000
102
– –
-5,000
103
– –
-68,185
104
– –
-20,700
105
– –
-8,865
106
– –
-5,500
107
– –
-13,450
1 2 3 4
5