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
$286M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$576K
3
+$214K
4
DORM icon
Dorman Products
DORM
+$208K
5
AZO icon
AutoZone
AZO
+$201K

Top Sells

1
+$670K
2
+$536K
3
+$456K
4
MCD icon
McDonald's
MCD
+$303K
5
MSFT icon
Microsoft
MSFT
+$245K

Sector Composition

1 Technology 32.21%
2 Healthcare 18.14%
3 Financials 11.83%
4 Communication Services 10.05%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 15.13%
1,788,879
-1,910
2
$19.3M 6.76%
620,580
-2,040
3
$16.3M 5.72%
592,360
-2,144
4
$13.1M 4.58%
187,894
-200
5
$11.9M 4.15%
127,059
+800
6
$11.3M 3.94%
116,666
-75
7
$10.9M 3.81%
245,661
-5,544
8
$8.45M 2.96%
233,896
-500
9
$7.65M 2.68%
69,900
-600
10
$7.62M 2.67%
80,801
+350
11
$6.24M 2.18%
47,821
+290
12
$5.83M 2.04%
72,596
-250
13
$5.66M 1.98%
76,097
-920
14
$5.33M 1.87%
67,574
-554
15
$5.32M 1.86%
92,856
-520
16
$4.92M 1.72%
50,117
-100
17
$4.46M 1.56%
32,270
18
$4.41M 1.54%
44,895
+1,500
19
$4.39M 1.54%
109,348
-1,215
20
$4.29M 1.5%
41,957
+1,600
21
$4.28M 1.5%
98,273
+14,616
22
$4.26M 1.49%
53,708
-551
23
$4.22M 1.48%
46,760
+267
24
$3.5M 1.23%
27,044
-136
25
$3.5M 1.22%
52,921
-275
1
2 3 4