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
$555M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.72M
3
+$3.36M
4
JPM icon
JPMorgan Chase
JPM
+$2.93M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.27M

Top Sells

1
+$3.53M
2
+$2.98M
3
+$1.39M
4
COST icon
Costco
COST
+$1.02M
5
ADP icon
Automatic Data Processing
ADP
+$653K

Sector Composition

1 Technology 26.94%
2 Healthcare 18.11%
3 Communication Services 16.97%
4 Financials 10.64%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 8.38%
197,164
-667
2
$42M 7.57%
343,779
-1,885
3
$36.5M 6.58%
352,760
-2,600
4
$33.7M 6.07%
326,420
-160
5
$33.3M 6%
157,230
-14,057
6
$25M 4.5%
70,835
-2,900
7
$19.9M 3.58%
263,916
+6,393
8
$17.9M 3.22%
108,764
+2,025
9
$15.2M 2.74%
216,360
+12,855
10
$13.9M 2.5%
104,281
-1,000
11
$13.5M 2.43%
36,155
+830
12
$12.9M 2.33%
50,590
-155
13
$12.8M 2.31%
118,596
+795
14
$12.8M 2.3%
206,303
+60,048
15
$12.3M 2.22%
86,881
-21
16
$12.1M 2.18%
189,300
+9,300
17
$11M 1.99%
55,253
-368
18
$10.7M 1.93%
38,823
-625
19
$9.78M 1.76%
168,212
+2,790
20
$9.59M 1.73%
59,938
-950
21
$8.71M 1.57%
46,201
-3,467
22
$8.63M 1.56%
39,775
-75
23
$8.41M 1.52%
45,584
-185
24
$6.45M 1.16%
87,624
+12,665
25
$6.27M 1.13%
105,300
-1,000
1
2 3 4 5