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
$475M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$2.17M
3
+$805K
4
BHP icon
BHP
BHP
+$271K
5
TPIC
TPI Composites
TPIC
+$245K

Top Sells

1
+$2.59M
2
+$2.32M
3
+$2.21M
4
LOW icon
Lowe's Companies
LOW
+$1.78M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.14M

Sector Composition

1 Technology 26.75%
2 Healthcare 18.4%
3 Communication Services 14.71%
4 Financials 11.04%
5 Consumer Staples 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 8.68%
195,931
-11,009
2
$39.8M 8.39%
343,923
-19,069
3
$34.2M 7.21%
171,184
-2,936
4
$26.4M 5.56%
359,160
-3,760
5
$26.2M 5.53%
73,865
-2,982
6
$23.9M 5.05%
326,800
-4,560
7
$15.9M 3.35%
106,734
-7,640
8
$15.4M 3.25%
264,147
-3,744
9
$14.6M 3.09%
146,945
-4,220
10
$13.2M 2.79%
105,281
-2,875
11
$12.2M 2.56%
203,555
-8,458
12
$12M 2.54%
86,802
-2,810
13
$11.1M 2.34%
62,638
+12,260
14
$10.9M 2.31%
35,110
+130
15
$10.6M 2.24%
55,711
-2,425
16
$10.3M 2.16%
117,241
-6,876
17
$9.81M 2.07%
46,080
-1,200
18
$9.77M 2.06%
164,272
+608
19
$8.95M 1.89%
39,615
-1,700
20
$8.95M 1.89%
172,870
+152,374
21
$6.99M 1.47%
50,138
-183
22
$6.56M 1.38%
39,870
-1,405
23
$6.5M 1.37%
140,930
+5,885
24
$5.92M 1.25%
74,854
+10,165
25
$5.67M 1.19%
45,669
-2,157
1
2 3 4 5