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
$458M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$546K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$399K
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$379K

Top Sells

1
+$437K
2
+$305K
3
+$305K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Technology 22.74%
2 Healthcare 19.89%
3 Communication Services 14.78%
4 Financials 11.58%
5 Consumer Staples 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 7.37%
214,133
-886
2
$32.8M 7.16%
174,625
-436
3
$28.3M 6.17%
385,316
-3,520
4
$24.6M 5.37%
368,080
-800
5
$23.2M 5.07%
347,080
+31,080
6
$23.2M 5.05%
78,818
-375
7
$19.3M 4.2%
259,415
+4,033
8
$16.5M 3.61%
113,359
+975
9
$12.2M 2.66%
89,166
-815
10
$11.8M 2.57%
222,787
-1,465
11
$11.4M 2.48%
112,406
12
$11.2M 2.44%
49,330
-1,300
13
$11M 2.4%
124,209
-4,935
14
$10.2M 2.22%
34,610
+915
15
$9.9M 2.16%
161,219
+8,889
16
$9.55M 2.08%
56,011
-980
17
$9.03M 1.97%
42,865
18
$8.07M 1.76%
59,292
-1,641
19
$7.87M 1.72%
65,314
+160
20
$7.79M 1.7%
44,030
-425
21
$6.98M 1.52%
48,281
-725
22
$6.57M 1.43%
134,596
+784
23
$6.32M 1.38%
26,200
-100
24
$5.78M 1.26%
21,795
-20
25
$5.03M 1.1%
24,170
-300
1
2 3 4 5