VCM

Violich Capital Management Portfolio holdings

AUM $855M
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.59M
3
+$2.53M
4
AMD icon
Advanced Micro Devices
AMD
+$2.11M
5
COST icon
Costco
COST
+$2.05M

Top Sells

1
+$1.98M
2
+$974K
3
+$527K
4
NKE icon
Nike
NKE
+$352K
5
THC icon
Tenet Healthcare
THC
+$335K

Sector Composition

1 Technology 30.04%
2 Communication Services 20.64%
3 Financials 12.19%
4 Healthcare 9.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.03%
+2,700
102
$225K 0.03%
3,500
103
$214K 0.03%
2,920
104
$210K 0.02%
2,500
105
$209K 0.02%
+1,250
106
$203K 0.02%
+595
107
$202K 0.02%
+5,000
108
– –
-4,770
109
– –
-2,581
110
– –
-1,905
1 2 3 4
5