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
$315M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.28M
3
+$1.22M
4
KMI icon
Kinder Morgan
KMI
+$1.06M
5
HON icon
Honeywell
HON
+$962K

Top Sells

1
+$1.18M
2
+$950K
3
+$815K
4
IBM icon
IBM
IBM
+$543K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$539K

Sector Composition

1 Technology 35.03%
2 Healthcare 15.77%
3 Energy 10.91%
4 Financials 10.5%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 16.94%
1,791,956
-11,985
2
$16.5M 5.25%
598,716
+7,432
3
$16M 5.1%
609,028
+10,650
4
$13.2M 4.2%
126,349
+5,074
5
$12.8M 4.06%
194,860
-3,768
6
$11.6M 3.69%
250,039
-6,360
7
$11.3M 3.58%
117,055
+1,535
8
$10.5M 3.35%
234,116
-100
9
$7.65M 2.43%
68,213
+332
10
$7.48M 2.38%
79,101
+2,190
11
$7.31M 2.32%
79,081
+591
12
$7.13M 2.27%
47,506
+775
13
$6.41M 2.04%
76,836
-11,394
14
$6.25M 1.99%
70,300
15
$5.9M 1.88%
79,379
-4,985
16
$5.25M 1.67%
32,940
-100
17
$5.14M 1.63%
63,139
-3,434
18
$4.9M 1.56%
122,426
-10,845
19
$4.83M 1.54%
69,972
20
$4.78M 1.52%
51,010
-4,353
21
$4.75M 1.51%
112,450
+5,125
22
$4.64M 1.48%
51,967
+77
23
$4.36M 1.38%
54,112
-4,321
24
$3.71M 1.18%
27,329
-3,304
25
$3.71M 1.18%
79,217
+1,219
1
2 3 4 5