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
$307M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.13M
3
+$1.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$779K
5
F icon
Ford
F
+$683K

Top Sells

1
+$1.71M
2
+$1.04M
3
+$425K
4
NVS icon
Novartis
NVS
+$320K
5
GSK icon
GSK
GSK
+$291K

Sector Composition

1 Technology 35.02%
2 Healthcare 14.55%
3 Energy 12.13%
4 Financials 9.48%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.8M 17.19%
1,803,941
-1,450
2
$17.4M 5.66%
598,378
+26,833
3
$14.9M 4.85%
591,284
+1,488
4
$12.9M 4.21%
121,275
+4,855
5
$11.9M 3.87%
256,399
+2,800
6
$10.6M 3.45%
198,628
+1,360
7
$9.19M 2.99%
115,520
+3,062
8
$8.97M 2.92%
234,216
+8,400
9
$8.1M 2.64%
67,881
+860
10
$7.38M 2.4%
78,490
-895
11
$7.16M 2.33%
76,911
+2,665
12
$6.63M 2.16%
133,271
+373
13
$6.46M 2.1%
46,731
+1,375
14
$6.44M 2.1%
88,230
15
$6.31M 2.05%
84,364
+1,635
16
$5.69M 1.85%
70,300
+2,275
17
$5.55M 1.81%
66,573
-520
18
$5.38M 1.75%
58,433
+2,271
19
$5.35M 1.74%
69,972
+500
20
$5.25M 1.71%
55,363
-2,970
21
$5M 1.63%
88,390
-1,123
22
$4.64M 1.51%
33,040
23
$4.58M 1.49%
107,325
+6,970
24
$4.22M 1.37%
51,890
-1,720
25
$3.98M 1.3%
61,690
+875
1
2 3 4 5