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
$407M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$894K
3
+$871K
4
VZ icon
Verizon
VZ
+$670K
5
DD
Du Pont De Nemours E I
DD
+$336K

Top Sells

1
+$2.01M
2
+$746K
3
+$653K
4
AAPL icon
Apple
AAPL
+$652K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$652K

Sector Composition

1 Technology 22.25%
2 Healthcare 18.97%
3 Communication Services 13.02%
4 Financials 12.41%
5 Consumer Staples 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 7.55%
176,931
-3,765
2
$29.4M 7.24%
219,814
-5,568
3
$21.1M 5.19%
79,934
-1,150
4
$20.3M 4.99%
375,280
-12,060
5
$20.1M 4.95%
406,536
-13,180
6
$17.2M 4.22%
316,800
+16,080
7
$15.8M 3.88%
113,184
-1,420
8
$12.9M 3.18%
227,162
-6,790
9
$12.2M 3.01%
224,501
+526
10
$11.7M 2.89%
89,471
-1,225
11
$11.4M 2.81%
53,505
-805
12
$9.54M 2.35%
57,691
-1,175
13
$9.52M 2.34%
130,939
+610
14
$9.51M 2.34%
113,317
-1,900
15
$8.24M 2.03%
65,013
-15,887
16
$8.2M 2.02%
65,929
+1,155
17
$8.12M 2%
43,963
-825
18
$7.93M 1.95%
45,401
-1,300
19
$7.8M 1.92%
136,550
+11,729
20
$6.97M 1.71%
134,372
-4,204
21
$6.9M 1.7%
49,442
-350
22
$5.9M 1.45%
24,165
+22,365
23
$5.47M 1.34%
22,230
-260
24
$5.23M 1.29%
28,404
-450
25
$4.81M 1.18%
24,920
-75
1
2 3 4 5