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
$699M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.14M
3
+$3.28M
4
AAPL icon
Apple
AAPL
+$2.38M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

1
+$380K
2
+$353K
3
+$322K
4
ABM icon
ABM Industries
ABM
+$206K
5
GILD icon
Gilead Sciences
GILD
+$205K

Sector Composition

1 Technology 27.48%
2 Communication Services 16.54%
3 Healthcare 16.45%
4 Financials 10.55%
5 Consumer Staples 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77M 11.02%
183,111
+5,380
2
$55M 7.87%
361,335
+14,380
3
$48.9M 7%
324,165
+8,620
4
$48.9M 7%
285,272
+13,873
5
$45.6M 6.52%
62,192
+1,552
6
$40M 5.72%
143,287
+7,778
7
$25.4M 3.64%
202,611
+3,140
8
$21M 3.01%
115,446
+4,615
9
$20.4M 2.91%
48,427
+1,355
10
$17.7M 2.54%
35,840
+1,990
11
$17.3M 2.48%
217,354
+4,412
12
$15.3M 2.19%
96,736
+4,162
13
$15.1M 2.16%
86,082
+3,800
14
$13.5M 1.93%
233,288
+5,690
15
$12.9M 1.85%
137,316
+44,045
16
$12.5M 1.79%
36,127
+1,557
17
$11.6M 1.66%
87,677
+2,760
18
$11.2M 1.6%
44,899
+1,775
19
$10.6M 1.52%
67,384
+1,190
20
$9.99M 1.43%
210,455
+111,655
21
$9.72M 1.39%
100,000
22
$9.57M 1.37%
75,199
+3,620
23
$8.6M 1.23%
34,420
+1,190
24
$8.38M 1.2%
40,737
+3,525
25
$7.61M 1.09%
37,097
+2,180
1
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