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
$287M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$721K
3
+$647K
4
DHR icon
Danaher
DHR
+$288K
5
ARII
American Railcar Industries, Inc.
ARII
+$247K

Top Sells

1
+$1.9M
2
+$603K
3
+$307K
4
IBM icon
IBM
IBM
+$238K
5
TGT icon
Target
TGT
+$207K

Sector Composition

1 Technology 34.98%
2 Healthcare 13.37%
3 Energy 12.47%
4 Financials 9.43%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.4M 17.2%
1,801,486
+5,100
2
$15.8M 5.49%
568,362
+1,084
3
$11.4M 3.98%
116,320
+400
4
$11.4M 3.97%
595,112
+3,220
5
$10.7M 3.74%
198,852
-760
6
$10.4M 3.62%
253,299
+3,456
7
$9.27M 3.23%
226,466
+250
8
$8.47M 2.95%
113,120
-100
9
$8.02M 2.79%
67,436
-980
10
$7.67M 2.67%
78,575
-785
11
$7.64M 2.66%
133,372
+947
12
$6.55M 2.28%
83,089
+425
13
$6.22M 2.17%
74,471
+1,970
14
$5.99M 2.09%
88,344
15
$5.92M 2.06%
60,408
-585
16
$5.63M 1.96%
45,081
+925
17
$5.52M 1.92%
67,468
-385
18
$5.01M 1.74%
92,426
+367
19
$4.97M 1.73%
66,350
+1,450
20
$4.96M 1.73%
54,284
-182
21
$4.89M 1.7%
69,452
+400
22
$4.45M 1.55%
55,814
-100
23
$4.08M 1.42%
33,040
-50
24
$4.02M 1.4%
61,240
+180
25
$3.82M 1.33%
98,714
+5,575
1
2 3 4 5