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
$416M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.95M
3
+$953K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$555K
5
SLV icon
iShares Silver Trust
SLV
+$422K

Top Sells

1
+$991K
2
+$877K
3
+$667K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$598K
5
DHR icon
Danaher
DHR
+$522K

Sector Composition

1 Technology 22.21%
2 Healthcare 19.11%
3 Communication Services 13.99%
4 Consumer Staples 12.33%
5 Financials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 7.25%
175,061
-1,870
2
$29.9M 7.19%
215,019
-4,795
3
$22.8M 5.49%
79,193
-741
4
$22.5M 5.41%
368,880
-6,400
5
$21.8M 5.24%
388,836
-17,700
6
$19.3M 4.64%
316,000
-800
7
$16.1M 3.88%
255,382
+30,881
8
$14.5M 3.5%
112,384
-800
9
$12.3M 2.97%
224,252
-2,910
10
$12.3M 2.97%
89,981
+510
11
$10.6M 2.54%
112,406
-911
12
$10.5M 2.53%
50,630
-2,875
13
$9.78M 2.35%
129,144
-1,795
14
$9.2M 2.21%
56,991
-700
15
$9.2M 2.21%
152,330
+15,780
16
$8.24M 1.98%
42,865
-1,098
17
$7.8M 1.88%
60,933
-4,080
18
$7.73M 1.86%
65,154
-775
19
$7.52M 1.81%
44,455
-946
20
$7.32M 1.76%
33,695
+9,530
21
$6.39M 1.54%
49,006
-436
22
$5.89M 1.42%
133,812
-560
23
$5.38M 1.3%
21,815
-415
24
$5.09M 1.22%
26,300
-2,104
25
$4.74M 1.14%
24,470
-450
1
2 3 4 5