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
$677M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$584K
3
+$393K
4
DIOD icon
Diodes
DIOD
+$348K
5
MSFT icon
Microsoft
MSFT
+$328K

Top Sells

1
+$2.31M
2
+$1.89M
3
+$1.82M
4
COST icon
Costco
COST
+$1.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.23M

Sector Composition

1 Technology 26.5%
2 Healthcare 18.14%
3 Communication Services 16.49%
4 Financials 9.65%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.8M 8.84%
194,114
+1,065
2
$58.4M 8.62%
334,343
-10,419
3
$47.4M 7%
339,420
-8,800
4
$42.8M 6.31%
307,440
-16,620
5
$37.5M 5.54%
65,100
-2,715
6
$31.9M 4.71%
143,928
-2,675
7
$26.6M 3.92%
262,381
-886
8
$19.4M 2.87%
119,871
-1,002
9
$19M 2.81%
107,314
-397
10
$18.3M 2.71%
35,965
-170
11
$18.1M 2.68%
263,079
+541
12
$17.5M 2.59%
49,665
-565
13
$17M 2.52%
205,880
-6,974
14
$14.3M 2.12%
85,637
-521
15
$13.8M 2.04%
52,998
16
$13.7M 2.03%
84,340
+3,580
17
$13M 1.92%
96,841
-200
18
$12.8M 1.89%
37,999
-50
19
$11M 1.63%
67,725
+196
20
$10M 1.48%
44,117
-259
21
$8.9M 1.32%
174,807
-1,810
22
$8.83M 1.3%
113,375
-1,250
23
$7.61M 1.12%
39,100
-1,350
24
$7.53M 1.11%
41,654
+349
25
$7.4M 1.09%
22,719
-401
1
2 3 4 5