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
$696M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.89M
3
+$1.41M
4
CSCO icon
Cisco
CSCO
+$1.21M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$2M
2
+$1.64M
3
+$1M
4
NKE icon
Nike
NKE
+$987K
5
GILD icon
Gilead Sciences
GILD
+$905K

Sector Composition

1 Technology 28.19%
2 Healthcare 17.29%
3 Communication Services 17.19%
4 Consumer Staples 9.46%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.9M 9.33%
193,049
-2,015
2
$61.2M 8.79%
344,762
-2,697
3
$50.4M 7.24%
348,220
-2,540
4
$46.9M 6.74%
324,060
-1,720
5
$38.5M 5.53%
67,815
-915
6
$31.8M 4.56%
146,603
-7,559
7
$27.2M 3.9%
263,267
-475
8
$18.6M 2.67%
212,854
-2,106
9
$18.4M 2.65%
107,711
-1,273
10
$18.1M 2.61%
36,135
+10
11
$16.4M 2.35%
120,873
+1,642
12
$16.2M 2.32%
97,041
-5,924
13
$15.8M 2.27%
38,049
-724
14
$15.5M 2.22%
52,998
-873
15
$15M 2.16%
50,230
+385
16
$15M 2.15%
86,158
-208
17
$14.1M 2.03%
262,538
+3,060
18
$13.5M 1.93%
80,760
+69,020
19
$10.9M 1.57%
44,376
-1,725
20
$9.27M 1.33%
114,625
+13,400
21
$9.18M 1.32%
176,617
-4,230
22
$8.43M 1.21%
40,450
-625
23
$7.92M 1.14%
67,529
+6,658
24
$7.62M 1.1%
106,000
+200
25
$7.29M 1.05%
141,522
-38,830
1
2 3 4 5