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
$374M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$442K
3
+$338K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$309K
5
SCHW icon
Charles Schwab
SCHW
+$227K

Top Sells

1
+$4.93M
2
+$1.82M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Technology 24.04%
2 Healthcare 20.96%
3 Communication Services 15.06%
4 Consumer Staples 12.67%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 8.78%
208,044
-6,089
2
$28.1M 7.53%
174,610
-15
3
$23.2M 6.21%
365,212
-20,104
4
$22M 5.88%
77,017
-1,801
5
$21.1M 5.66%
363,520
-4,560
6
$19.8M 5.29%
340,080
-7,000
7
$15.8M 4.24%
266,866
+7,451
8
$14.9M 3.99%
113,549
+190
9
$10.8M 2.88%
222,513
-274
10
$10.7M 2.87%
89,187
+21
11
$9.4M 2.52%
123,362
-847
12
$8.95M 2.4%
108,156
-4,250
13
$8.64M 2.31%
34,645
+35
14
$8.63M 2.31%
160,698
-521
15
$8.63M 2.31%
47,205
-2,125
16
$7.41M 1.98%
54,196
-1,815
17
$7.13M 1.91%
58,080
-1,212
18
$6.92M 1.85%
42,415
-450
19
$5.51M 1.48%
41,200
-2,830
20
$5.31M 1.42%
26,200
21
$4.89M 1.31%
21,795
22
$4.77M 1.28%
32,225
+775
23
$4.61M 1.23%
63,677
-1,637
24
$4.55M 1.22%
47,151
-1,130
25
$4.42M 1.18%
135,045
+449
1
2 3 4 5