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
$711M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$600K
3
+$228K
4
BA icon
Boeing
BA
+$208K
5
SCHW icon
Charles Schwab
SCHW
+$201K

Top Sells

1
+$8.19M
2
+$5.59M
3
+$5.29M
4
V icon
Visa
V
+$4.76M
5
AAPL icon
Apple
AAPL
+$4.41M

Sector Composition

1 Technology 29.87%
2 Communication Services 17.9%
3 Financials 13.64%
4 Consumer Staples 11.14%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,399
102
– –
-6,550
103
– –
-3,924
104
– –
-20,000
1 2 3 4
5