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
$308M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.13M
3
+$738K
4
MDT icon
Medtronic
MDT
+$687K
5
HON icon
Honeywell
HON
+$405K

Top Sells

1
+$3.52M
2
+$425K
3
+$377K
4
MRK icon
Merck
MRK
+$328K
5
PM icon
Philip Morris
PM
+$308K

Sector Composition

1 Technology 33.22%
2 Healthcare 17.33%
3 Financials 10.94%
4 Energy 10.37%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 14.89%
1,793,656
+1,700
2
$18.5M 6.01%
594,468
-4,248
3
$17M 5.52%
618,955
+9,927
4
$12.8M 4.15%
127,009
+660
5
$12.5M 4.05%
190,880
-3,980
6
$12M 3.91%
116,641
-414
7
$10.2M 3.31%
250,989
+950
8
$10.1M 3.29%
234,616
+500
9
$7.71M 2.5%
80,626
+1,525
10
$7.52M 2.44%
70,600
+300
11
$7.21M 2.34%
68,668
+455
12
$6.9M 2.24%
47,831
+325
13
$6.69M 2.17%
78,669
-412
14
$6.33M 2.05%
73,861
-2,975
15
$5.48M 1.78%
78,989
-390
16
$5.16M 1.68%
32,270
-670
17
$4.93M 1.6%
125,531
+3,105
18
$4.71M 1.53%
50,267
-1,700
19
$4.57M 1.48%
112,613
+163
20
$4.45M 1.44%
59,044
-4,095
21
$4.36M 1.41%
69,972
22
$4.21M 1.37%
42,297
+4,075
23
$4.17M 1.35%
42,470
+3,735
24
$4.16M 1.35%
39,660
+10,800
25
$3.96M 1.28%
81,342
+2,125
1
2 3 4