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
$366M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.02M
3
+$937K
4
KMB icon
Kimberly-Clark
KMB
+$697K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$525K

Top Sells

1
+$804K
2
+$209K
3
+$202K
4
MSFT icon
Microsoft
MSFT
+$92.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$87.4K

Sector Composition

1 Technology 21.43%
2 Healthcare 20.61%
3 Financials 14.22%
4 Communication Services 12%
5 Consumer Staples 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 5.39%
187,527
+4,865
2
$17.9M 4.88%
240,025
-1,242
3
$17.3M 4.73%
361,620
+5,400
4
$17.3M 4.72%
449,128
-1,644
5
$14.7M 4%
676,915
-2,890
6
$14.6M 3.99%
112,540
-672
7
$14.2M 3.88%
291,760
+720
8
$13.3M 3.64%
81,238
+7,886
9
$12.8M 3.51%
265,637
+2,175
10
$12.6M 3.44%
155,095
+2,785
11
$11.2M 3.05%
70,375
+299
12
$10.5M 2.86%
57,143
+1,045
13
$10.3M 2.81%
92,336
+3,750
14
$8.58M 2.34%
96,563
+3,091
15
$7.66M 2.09%
65,167
-111
16
$7.27M 1.98%
66,501
-101
17
$7.04M 1.92%
86,931
+1,649
18
$6.71M 1.83%
88,206
-68
19
$6.64M 1.81%
48,903
+1,069
20
$6.61M 1.8%
133,479
+9,400
21
$6.4M 1.75%
47,378
-100
22
$6.16M 1.68%
118,805
+1,850
23
$6.05M 1.65%
39,395
-115
24
$5.5M 1.5%
29,524
-151
25
$5.2M 1.42%
63,470
-451
1
2 3 4 5