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
$299M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$900K
3
+$822K
4
WFC icon
Wells Fargo
WFC
+$675K
5
GILD icon
Gilead Sciences
GILD
+$481K

Top Sells

1
+$815K
2
+$390K
3
+$384K
4
VOD icon
Vodafone
VOD
+$362K
5
DORM icon
Dorman Products
DORM
+$270K

Sector Composition

1 Technology 33.5%
2 Healthcare 13.57%
3 Energy 13.37%
4 Financials 9.37%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 15.9%
1,805,391
+3,905
2
$16.5M 5.53%
571,545
+3,183
3
$13.7M 4.58%
589,796
-5,316
4
$12.2M 4.07%
116,420
+100
5
$10.6M 3.54%
253,599
+300
6
$10.4M 3.47%
197,268
-1,584
7
$9.15M 3.06%
225,816
-650
8
$8.75M 2.93%
67,021
-415
9
$8.48M 2.83%
112,458
-662
10
$7.99M 2.67%
79,385
+810
11
$7.69M 2.57%
132,898
-474
12
$6.63M 2.22%
74,246
-225
13
$6.55M 2.19%
82,729
-360
14
$6.14M 2.05%
88,230
-114
15
$5.96M 1.99%
69,472
+20
16
$5.88M 1.96%
58,333
-2,075
17
$5.74M 1.92%
45,356
+275
18
$5.66M 1.89%
67,093
-375
19
$5.52M 1.85%
56,162
+1,878
20
$5.51M 1.84%
68,025
+1,675
21
$4.94M 1.65%
89,513
-2,913
22
$4.39M 1.47%
60,815
-425
23
$4.33M 1.45%
53,610
-2,204
24
$4.25M 1.42%
100,355
+1,641
25
$3.91M 1.31%
33,040
1
2 3 4 5