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
$563M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$230K
3
+$221K
4
DELL icon
Dell
DELL
+$211K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$205K

Top Sells

1
+$821K
2
+$801K
3
+$607K
4
INTC icon
Intel
INTC
+$517K
5
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$466K

Sector Composition

1 Technology 24.26%
2 Healthcare 22.1%
3 Communication Services 13.56%
4 Financials 10.12%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46M 8.17%
191,829
-1,175
2
$40.1M 7.13%
308,930
-1,420
3
$33M 5.86%
371,850
-1,500
4
$29.7M 5.28%
143,033
-340
5
$29.4M 5.21%
64,335
-40
6
$28.9M 5.13%
327,260
-9,310
7
$24.2M 4.3%
259,867
-791
8
$19.3M 3.42%
119,323
-200
9
$19M 3.37%
35,765
-140
10
$18.8M 3.34%
106,503
-1,014
11
$16.6M 2.94%
202,526
-825
12
$15.4M 2.73%
85,187
-200
13
$15.1M 2.68%
48,827
-200
14
$14.7M 2.61%
236,900
-350
15
$12.6M 2.23%
70,010
+475
16
$12.3M 2.18%
52,163
-243
17
$11.3M 2%
96,171
-230
18
$10.1M 1.8%
42,337
-280
19
$9.91M 1.76%
37,135
-589
20
$9.75M 1.73%
87,917
21
$9.06M 1.61%
76,774
+850
22
$8.11M 1.44%
37,842
23
$7.03M 1.25%
178,483
+1,700
24
$6.87M 1.22%
40,491
-714
25
$6.79M 1.21%
22,620
+200
1
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