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
$374M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$598K
3
+$506K
4
SLB icon
SLB Ltd
SLB
+$385K
5
LRCX icon
Lam Research
LRCX
+$244K

Top Sells

1
+$1.34M
2
+$1.12M
3
+$963K
4
MDT icon
Medtronic
MDT
+$879K
5
MSFT icon
Microsoft
MSFT
+$743K

Sector Composition

1 Technology 21.41%
2 Healthcare 18.59%
3 Financials 14.71%
4 Communication Services 12.53%
5 Consumer Staples 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 6.06%
189,335
-1,916
2
$21.4M 5.73%
234,489
-8,136
3
$19.3M 5.17%
374,700
-2,480
4
$17.7M 4.73%
421,608
-26,720
5
$15.3M 4.09%
81,183
-105
6
$15.2M 4.06%
292,320
+800
7
$14.4M 3.85%
112,160
-1,330
8
$12.6M 3.36%
274,338
-3,158
9
$11.8M 3.17%
70,030
-300
10
$10.9M 2.91%
54,529
-2,539
11
$10.8M 2.9%
526,960
-46,892
12
$10.1M 2.71%
92,941
-70
13
$9.55M 2.56%
153,570
-4,550
14
$9.13M 2.44%
96,488
15
$7.41M 1.98%
85,414
-762
16
$7.37M 1.97%
64,660
-544
17
$7.37M 1.97%
64,911
-1,150
18
$7.18M 1.92%
46,763
-475
19
$6.84M 1.83%
102,917
-20,220
20
$6.72M 1.8%
48,538
-521
21
$6.47M 1.73%
135,311
+1,001
22
$6.32M 1.69%
83,826
-500
23
$5.56M 1.49%
140,364
+897
24
$5.08M 1.36%
50,607
-1,510
25
$4.99M 1.34%
29,264
1
2 3 4 5