VCM

Violich Capital Management Portfolio holdings

AUM $840M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.88M
3
+$751K
4
DIS icon
Walt Disney
DIS
+$695K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Top Sells

1
+$1.52M
2
+$889K
3
+$660K
4
GLD icon
SPDR Gold Trust
GLD
+$576K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$526K

Sector Composition

1 Technology 34.2%
2 Energy 12.91%
3 Healthcare 12.78%
4 Financials 9.62%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 16.2%
1,796,386
+17,591
2
$15.8M 5.68%
567,278
-7,950
3
$11.9M 4.25%
591,892
+2,100
4
$11.1M 3.98%
199,612
-1,284
5
$10.6M 3.81%
115,920
-545
6
$9.35M 3.35%
249,843
-1,819
7
$8.65M 3.1%
226,216
+3,625
8
$8.55M 3.06%
68,416
+608
9
$8.1M 2.91%
113,220
+1,769
10
$8.03M 2.88%
79,360
-3,936
11
$7.64M 2.74%
132,425
-136
12
$6.27M 2.25%
88,344
-2,164
13
$6.14M 2.2%
82,664
+38,834
14
$6.01M 2.16%
72,501
+500
15
$5.92M 2.12%
60,993
-695
16
$5.91M 2.12%
67,853
-3,205
17
$5.24M 1.88%
44,156
+4,975
18
$4.96M 1.78%
54,466
+4,029
19
$4.88M 1.75%
69,052
+2,740
20
$4.6M 1.65%
55,914
-10,815
21
$4.55M 1.63%
113,634
+1,962
22
$4.45M 1.6%
64,900
+58,170
23
$4.4M 1.58%
92,059
-4,797
24
$3.85M 1.38%
93,139
+6,824
25
$3.77M 1.35%
33,090
+200
1
2 3 4 5