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
$343M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.34M
3
+$577K
4
SLB icon
SLB Ltd
SLB
+$528K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$516K

Top Sells

1
+$2.89M
2
+$770K
3
+$380K
4
DORM icon
Dorman Products
DORM
+$333K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Healthcare 21.22%
2 Technology 21.02%
3 Financials 13.8%
4 Communication Services 11.98%
5 Consumer Staples 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 5%
182,662
+1,846
2
$16.6M 4.85%
241,267
-2,590
3
$16.2M 4.74%
450,772
-1,700
4
$16.2M 4.72%
356,220
-20
5
$15M 4.37%
113,212
+50
6
$13.5M 3.95%
291,040
-800
7
$13.2M 3.86%
263,462
-300
8
$12.3M 3.58%
152,310
+3,110
9
$11.7M 3.42%
73,352
+12,310
10
$11.7M 3.4%
679,805
-7,155
11
$10.6M 3.11%
70,076
-150
12
$10.2M 2.99%
88,586
+1,000
13
$9.5M 2.77%
56,098
+100
14
$6.9M 2.01%
116,955
+22,700
15
$6.82M 1.99%
66,602
-1,050
16
$6.81M 1.99%
65,278
-610
17
$6.78M 1.98%
93,472
+2,200
18
$6.6M 1.93%
88,274
+57
19
$6.5M 1.9%
39,510
+1,435
20
$6.11M 1.78%
47,834
+1,044
21
$6.04M 1.76%
85,282
+800
22
$5.87M 1.71%
47,478
-250
23
$5.54M 1.62%
124,079
+7,579
24
$5.16M 1.51%
63,921
-4,702
25
$5.11M 1.49%
29,675
1
2 3 4 5