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
$352M
AUM Growth
-$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$266K
3
+$200K
4
SD icon
SandRidge Energy
SD
+$108K
5
WAT icon
Waters Corp
WAT
+$56.6K

Top Sells

1
+$14.4M
2
+$7.34M
3
+$2.94M
4
GILD icon
Gilead Sciences
GILD
+$2.24M
5
SLB icon
SLB Ltd
SLB
+$1.65M

Sector Composition

1 Technology 20.87%
2 Healthcare 20.44%
3 Communication Services 13.85%
4 Financials 11.97%
5 Consumer Staples 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 6.77%
180,931
-3,489
2
$22.9M 6.49%
225,207
-1,102
3
$20M 5.68%
386,500
-1,140
4
$16.7M 4.73%
422,320
-832
5
$16M 4.54%
78,462
-1,074
6
$15.6M 4.44%
299,440
-1,700
7
$14.8M 4.19%
114,390
-640
8
$13.7M 3.9%
209,624
+50,469
9
$12.2M 3.47%
132,629
-1,909
10
$11.7M 3.31%
258,519
-14,444
11
$11.1M 3.15%
54,315
-734
12
$10.1M 2.87%
91,596
-890
13
$7.77M 2.21%
59,286
-1,535
14
$7.56M 2.15%
82,699
-1,243
15
$7.35M 2.08%
99,077
-840
16
$7.08M 2.01%
65,114
-276
17
$6.99M 1.98%
124,264
-7,653
18
$6.31M 1.79%
44,763
-400
19
$6.17M 1.75%
46,701
-2,468
20
$6.01M 1.7%
139,417
-940
21
$5.64M 1.6%
28,954
-150
22
$5.55M 1.57%
50,597
-1,775
23
$4.96M 1.41%
22,572
-76
24
$4.14M 1.17%
167,022
-296,480
25
$3.86M 1.1%
56,595
-1,276
1
2 3 4 5