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
$596M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$674K
3
+$600K
4
BHP icon
BHP
BHP
+$508K
5
JPM icon
JPMorgan Chase
JPM
+$396K

Top Sells

1
+$3.29M
2
+$1.22M
3
+$1.18M
4
NEE icon
NextEra Energy
NEE
+$800K
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Technology 27.55%
2 Healthcare 17.77%
3 Communication Services 17.76%
4 Financials 10.78%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.9M 8.88%
195,439
-1,725
2
$46.4M 7.79%
338,783
-4,996
3
$43.6M 7.32%
348,020
-4,740
4
$38.7M 6.49%
316,780
-9,640
5
$36.4M 6.11%
155,652
-1,578
6
$26.8M 4.5%
67,740
-3,095
7
$22M 3.69%
263,318
-598
8
$17.6M 2.96%
107,024
-1,740
9
$16.7M 2.8%
214,435
-1,925
10
$16M 2.68%
103,281
-1,000
11
$14.1M 2.37%
35,325
-830
12
$13.9M 2.33%
214,128
+7,825
13
$13.8M 2.31%
49,580
-1,010
14
$13M 2.19%
115,641
-2,955
15
$12.9M 2.16%
54,181
-1,072
16
$12.5M 2.09%
84,141
-2,740
17
$11.4M 1.92%
38,773
-50
18
$10.2M 1.71%
181,545
-7,755
19
$9.71M 1.63%
173,322
+5,110
20
$9.17M 1.54%
46,151
-50
21
$8.83M 1.48%
40,275
+500
22
$7.72M 1.3%
43,934
-1,650
23
$6.86M 1.15%
105,450
+150
24
$6.64M 1.11%
40,068
-19,870
25
$6.5M 1.09%
83,611
-4,013
1
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