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
$397M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$990K
3
+$593K
4
FDX icon
FedEx
FDX
+$346K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$249K
2
+$236K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$182K
5
MRK icon
Merck
MRK
+$118K

Sector Composition

1 Technology 22.06%
2 Healthcare 17.81%
3 Financials 14.51%
4 Communication Services 12.68%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.1M 6.31%
189,485
+150
2
$22.9M 5.77%
232,639
-1,850
3
$21M 5.28%
375,900
+1,200
4
$19.7M 4.97%
426,652
+5,044
5
$16.9M 4.25%
80,916
-267
6
$16.5M 4.15%
292,020
-300
7
$13.8M 3.47%
113,740
+1,580
8
$12.8M 3.23%
69,957
-73
9
$12.6M 3.16%
529,504
+2,544
10
$12.1M 3.03%
273,663
-675
11
$10.1M 2.55%
54,199
-330
12
$10.1M 2.54%
156,730
+3,160
13
$10.1M 2.53%
92,336
-605
14
$9.53M 2.4%
102,888
+6,400
15
$8.63M 2.17%
64,371
-540
16
$8.22M 2.07%
64,990
+330
17
$8.1M 2.04%
101,647
-1,270
18
$7.57M 1.91%
46,288
-475
19
$7.47M 1.88%
85,347
-67
20
$6.69M 1.68%
48,486
-52
21
$6.56M 1.65%
130,362
-4,949
22
$6.29M 1.58%
140,881
+517
23
$5.98M 1.5%
84,401
+575
24
$5.38M 1.35%
29,129
-135
25
$5.37M 1.35%
22,966
-400
1
2 3 4 5