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
$531M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.83M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.33M
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$2.69M
2
+$762K
3
+$721K
4
DIS icon
Walt Disney
DIS
+$377K
5
ADP icon
Automatic Data Processing
ADP
+$317K

Sector Composition

1 Technology 25.16%
2 Healthcare 21.6%
3 Communication Services 15.63%
4 Consumer Staples 10.29%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 8.47%
193,004
-670
2
$42.9M 8.08%
310,350
-5,514
3
$35.9M 6.76%
373,350
-290
4
$32.2M 6.06%
336,570
-330
5
$30.4M 5.73%
64,375
-285
6
$25.5M 4.8%
143,373
+110
7
$24.9M 4.68%
260,658
-57
8
$18.1M 3.42%
35,905
-15
9
$17.6M 3.31%
107,517
+29
10
$16M 3.02%
119,523
-136
11
$13.9M 2.63%
85,387
-50
12
$13.1M 2.47%
49,027
-451
13
$12.4M 2.34%
203,351
-1,797
14
$12M 2.26%
52,406
-395
15
$11.9M 2.24%
237,250
+2,484
16
$9.99M 1.88%
69,535
+1,810
17
$9.71M 1.83%
37,724
-175
18
$9.64M 1.82%
42,617
-1,400
19
$8.01M 1.51%
96,401
-32
20
$7.77M 1.46%
75,924
+13,030
21
$7.57M 1.43%
87,917
-153
22
$6.71M 1.26%
176,783
-258
23
$6.37M 1.2%
41,205
-249
24
$6.32M 1.19%
37,842
-926
25
$6.01M 1.13%
22,420
-183
1
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