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
$517M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$546K
3
+$423K
4
INTC icon
Intel
INTC
+$355K
5
BHP icon
BHP
BHP
+$310K

Top Sells

1
+$7.76M
2
+$1.06M
3
+$960K
4
D icon
Dominion Energy
D
+$526K
5
CVS icon
CVS Health
CVS
+$452K

Sector Composition

1 Technology 27.3%
2 Healthcare 18.33%
3 Communication Services 15.98%
4 Financials 11.08%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 8.86%
345,664
+1,741
2
$44M 8.5%
197,831
+1,900
3
$37.5M 7.24%
171,287
+103
4
$31.1M 6.02%
355,360
-3,800
5
$28.6M 5.53%
326,580
-220
6
$27.8M 5.37%
73,735
-130
7
$17.6M 3.4%
257,523
-6,624
8
$16.8M 3.25%
106,739
+5
9
$14.9M 2.88%
105,281
10
$13.2M 2.54%
203,505
-50
11
$12.9M 2.49%
86,902
+100
12
$12.6M 2.44%
117,801
+560
13
$12.4M 2.39%
35,325
+215
14
$11.8M 2.27%
50,745
+4,665
15
$11M 2.12%
55,621
-90
16
$10.9M 2.1%
60,888
-1,750
17
$10.3M 1.99%
39,448
-167
18
$9.72M 1.88%
165,422
+1,150
19
$8.97M 1.73%
180,000
+7,130
20
$8.75M 1.69%
49,668
-470
21
$8.53M 1.65%
146,255
+5,325
22
$8.48M 1.64%
39,850
-20
23
$8.29M 1.6%
45,769
+100
24
$6.33M 1.22%
66,010
-80,935
25
$5.85M 1.13%
74,959
+105
1
2 3 4 5