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
$587M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$285K
3
+$174K
4
SCHW icon
Charles Schwab
SCHW
+$99.5K
5
TMUS icon
T-Mobile US
TMUS
+$29K

Top Sells

1
+$724K
2
+$519K
3
+$494K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$440K
5
ADP icon
Automatic Data Processing
ADP
+$417K

Sector Composition

1 Technology 27.18%
2 Healthcare 19.06%
3 Communication Services 14.86%
4 Consumer Staples 10.08%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.8M 9.34%
190,029
-1,800
2
$50.2M 8.56%
304,539
-4,391
3
$38.2M 6.52%
367,620
-4,230
4
$33.9M 5.77%
326,660
-600
5
$32.1M 5.48%
142,533
-500
6
$31.8M 5.41%
63,935
-400
7
$19M 3.24%
119,238
-85
8
$18.8M 3.21%
253,222
-6,645
9
$18.8M 3.2%
201,901
-625
10
$16.9M 2.88%
35,765
11
$16.5M 2.81%
106,503
12
$15.5M 2.65%
85,187
13
$14.9M 2.54%
234,900
-2,000
14
$14.9M 2.54%
48,207
-620
15
$11.8M 2.01%
96,171
16
$11.4M 1.94%
69,810
-200
17
$11.3M 1.93%
50,731
-1,432
18
$10.2M 1.74%
35,785
-1,350
19
$9.35M 1.59%
87,917
20
$9.01M 1.54%
40,462
-1,875
21
$7.56M 1.29%
76,174
-600
22
$7.4M 1.26%
40,397
-94
23
$7.23M 1.23%
37,842
24
$7.07M 1.2%
22,420
-200
25
$6.94M 1.18%
178,543
+60
1
2 3 4 5