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
$311M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.9M
3
+$815K
4
GLD icon
SPDR Gold Trust
GLD
+$667K
5
RGLD icon
Royal Gold
RGLD
+$247K

Top Sells

1
+$714K
2
+$540K
3
+$257K
4
XOM icon
Exxon Mobil
XOM
+$256K
5
PM icon
Philip Morris
PM
+$248K

Sector Composition

1 Technology 31.47%
2 Healthcare 19.56%
3 Financials 10.98%
4 Communication Services 10.72%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.7M 15.32%
1,788,563
+1,375
2
$15M 4.83%
551,408
-7,460
3
$13.6M 4.38%
178,273
-7,055
4
$13.3M 4.28%
240,965
-4,421
5
$12.5M 4.01%
115,303
-6,603
6
$12.4M 3.99%
333,160
-6,380
7
$12.4M 3.98%
119,306
+2,000
8
$10.3M 3.32%
271,060
-4,940
9
$9.58M 3.08%
234,106
-1,304
10
$8.24M 2.65%
80,451
-1,100
11
$7.66M 2.46%
68,150
-1,250
12
$6.66M 2.14%
46,941
-455
13
$6.52M 2.1%
70,975
+20,655
14
$6.23M 2%
65,291
-664
15
$5.88M 1.89%
70,400
-3,059
16
$5.87M 1.89%
65,430
-2,066
17
$5.83M 1.87%
91,509
-789
18
$5.52M 1.77%
102,021
+459
19
$5.51M 1.77%
47,730
-1,700
20
$4.99M 1.6%
107,598
-1,300
21
$4.9M 1.57%
85,762
+14,259
22
$4.89M 1.57%
45,785
-1,783
23
$4.87M 1.57%
49,666
-2,525
24
$4.57M 1.47%
30,470
-500
25
$4.25M 1.37%
42,847
+1,210
1
2 3 4