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
$457M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$3.04M
3
+$1.25M
4
CMCSA icon
Comcast
CMCSA
+$444K
5
SCCO icon
Southern Copper
SCCO
+$437K

Top Sells

1
+$1.62M
2
+$1.12M
3
+$618K
4
ORCL icon
Oracle
ORCL
+$580K
5
ADP icon
Automatic Data Processing
ADP
+$577K

Sector Composition

1 Technology 25.23%
2 Healthcare 19.59%
3 Communication Services 14.61%
4 Consumer Staples 11.07%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.1M 9.22%
206,940
-1,104
2
$33.6M 7.36%
174,120
-490
3
$33.1M 7.25%
362,992
-2,220
4
$25.7M 5.62%
362,920
-600
5
$23.5M 5.14%
331,360
-8,720
6
$23.3M 5.1%
76,847
-170
7
$17.4M 3.81%
267,891
+1,025
8
$16.1M 3.52%
114,374
+825
9
$15.1M 3.31%
+151,165
10
$12.2M 2.67%
124,117
+755
11
$11.9M 2.59%
89,612
+425
12
$11.7M 2.57%
212,013
-10,500
13
$10.6M 2.32%
108,156
14
$10.3M 2.26%
34,980
+335
15
$9.11M 2%
58,136
+56
16
$9.02M 1.98%
163,664
+2,966
17
$8.87M 1.94%
41,315
-1,100
18
$8.44M 1.85%
47,280
+75
19
$8.43M 1.85%
50,378
+18,153
20
$7.49M 1.64%
50,321
-3,875
21
$5.99M 1.31%
135,045
22
$5.97M 1.31%
41,275
+75
23
$5.33M 1.17%
47,826
+675
24
$5.23M 1.15%
58,657
-5,020
25
$5.08M 1.11%
21,774
-21
1
2 3 4 5