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
$331M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$209K
3
+$178K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$125K
5
PX
Praxair Inc
PX
+$125K

Top Sells

1
+$2.85M
2
+$255K
3
+$240K
4
MDT icon
Medtronic
MDT
+$232K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$210K

Sector Composition

1 Technology 22.04%
2 Healthcare 20.68%
3 Financials 13.24%
4 Communication Services 11.72%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 4.91%
452,472
-79,484
2
$16.1M 4.86%
180,816
+275
3
$16.1M 4.86%
243,857
-435
4
$14.8M 4.47%
356,240
+1,140
5
$14.1M 4.26%
113,162
-300
6
$12.4M 3.74%
291,840
+1,840
7
$12.4M 3.74%
686,960
-4,843
8
$11.8M 3.56%
263,762
+350
9
$11.7M 3.54%
149,200
10
$10.2M 3.09%
61,042
+725
11
$9.8M 2.96%
87,586
+35
12
$9.33M 2.82%
55,998
-20
13
$8.96M 2.71%
70,226
+100
14
$7.07M 2.14%
65,888
+384
15
$6.93M 2.09%
67,652
-528
16
$6.69M 2.02%
88,217
+112
17
$5.95M 1.8%
91,272
+405
18
$5.74M 1.73%
84,482
-200
19
$5.72M 1.73%
47,728
-350
20
$5.68M 1.72%
116,500
+200
21
$5.64M 1.71%
38,075
+650
22
$5.63M 1.7%
68,623
-425
23
$5.6M 1.69%
46,790
+156
24
$5.37M 1.62%
47,342
+45
25
$5.25M 1.59%
94,255
+3,200
1
2 3 4 5