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
$438M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.99M
3
+$1.52M
4
LRCX icon
Lam Research
LRCX
+$1.01M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$701K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.5M
4
V icon
Visa
V
+$760K
5
MSFT icon
Microsoft
MSFT
+$724K

Sector Composition

1 Technology 22.54%
2 Healthcare 18.22%
3 Financials 14.35%
4 Communication Services 12.59%
5 Consumer Staples 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 6.32%
184,420
-5,065
2
$25.9M 5.91%
226,309
-6,330
3
$23.9M 5.46%
423,152
-3,500
4
$23.1M 5.28%
387,640
+11,740
5
$18.7M 4.27%
79,536
-1,380
6
$18.2M 4.15%
301,140
+9,120
7
$15.9M 3.63%
115,030
+1,290
8
$14.4M 3.3%
71,237
+1,280
9
$14.1M 3.22%
272,963
-700
10
$12.7M 2.91%
134,538
+31,650
11
$12.6M 2.89%
463,502
-66,002
12
$12.5M 2.86%
159,155
+2,425
13
$11.8M 2.69%
55,049
+850
14
$10.3M 2.36%
92,486
+150
15
$9.16M 2.09%
60,821
-3,550
16
$8.46M 1.93%
99,917
-1,730
17
$8.09M 1.85%
83,942
-1,405
18
$8M 1.83%
65,390
+400
19
$7.84M 1.79%
49,169
+683
20
$7.69M 1.76%
45,163
-1,125
21
$7.04M 1.61%
131,917
+1,555
22
$6.98M 1.59%
28,973
+19,940
23
$6.45M 1.47%
83,560
-841
24
$6.24M 1.43%
140,357
-524
25
$6.12M 1.4%
52,372
+1,790
1
2 3 4 5